BFA
IR icon

Bragg Financial Advisors’s Ingersoll Rand IR Stock Holding History

Bragg Financial Advisors’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Sell
23,721
-276
-1% -$21.4K 0.05% 194
2026
Q1 		$1.92M Sell
23,997
-755
-3% -$66.7K 0.06% 189
2025
Q4 		$1.96M Sell
24,752
-1,097
-4% -$86.6K 0.06% 186
2025
Q3 		$2.14M Sell
25,849
-191
-0.7% -$15.7K 0.07% 182
2025
Q2 		$2.17M Sell
26,040
-64
-0.2% -$5.04K 0.08% 181
2025
Q1 		$2.09M Hold
26,104
– – 0.09% 170
2024
Q4 		$2.36M Sell
26,104
-250
-0.9% -$24.9K 0.1% 160
2024
Q3 		$2.59M Sell
26,354
-271
-1% -$25.2K 0.11% 157
2024
Q2 		$2.42M Sell
26,625
-81
-0.3% -$7.45K 0.11% 157
2024
Q1 		$2.54M Hold
26,706
– – 0.11% 152
2023
Q4 		$2.07M Sell
26,706
-460
-2% -$31.5K 0.1% 161
2023
Q3 		$1.73M Sell
27,166
-193
-0.7% -$12.8K 0.09% 169
2023
Q2 		$1.79M Sell
27,359
-282
-1% -$16.7K 0.1% 164
2023
Q1 		$1.61M Buy
27,641
+1,462
+6% +$82.4K 0.09% 168
2022
Q4 		$1.37M Sell
26,179
-167
-0.6% -$8.53K 0.08% 175
2022
Q3 		$1.14M Sell
26,346
-105
-0.4% -$4.95K 0.08% 177
2022
Q2 		$1.11M Sell
26,451
-85
-0.3% -$3.87K 0.07% 179
2022
Q1 		$1.34M Hold
26,536
– – 0.08% 174
2021
Q4 		$1.34M Hold
26,536
– – 0.09% 170
2021
Q3 		$1.34M Sell
26,536
-284
-1% -$14.5K 0.09% 170
2021
Q2 		$1.31M Hold
26,820
– – 0.08% 171
2021
Q1 		$1.32M Hold
26,820
– – 0.09% 169
2020
Q4 		$1.22M Hold
26,820
– – 0.11% 155
2020
Q3 		$955K Sell
26,820
-34
-0.1% -$1.14K 0.1% 158
2020
Q2 		$755K Hold
26,854
– – 0.08% 164
2020
Q1 		$666K Buy
+26,854
New +$853K 0.09% 162

Other funds holding IR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bragg Financial Advisors's IR Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Ingersoll Rand (IR) stake by 1.2% in Q2 2026, selling an estimated $21.4K and leaving 23,721 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #194.

Bragg Financial Advisors first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.59M in Q3 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Bragg Financial Advisors held 23,721 shares of Ingersoll Rand worth $1.94M as of Q2 2026.
  • Bragg Financial Advisors sold 276 Ingersoll Rand shares in Q2 2026, an estimated $21.4K.
  • Ingersoll Rand made up 0.05% of Bragg Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Bragg Financial Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
  • Bragg Financial Advisors's Ingersoll Rand position peaked at $2.59M in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.