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Bragg Financial Advisors’s ePlus PLUS Stock Holding History

Bragg Financial Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26M Buy
311,913
+3,258
+1% +$271K 0.69% 52
2026
Q1 		$23.2M Buy
308,655
+126,733
+70% +$10.4M 0.73% 52
2025
Q4 		$16M Buy
181,922
+161,428
+788% +$13.3M 0.52% 74
2025
Q3 		$1.46M Buy
+20,494
New +$1.45M 0.05% 192

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Bragg Financial Advisors increased its ePlus (PLUS) stake by 1.1% in Q2 2026, buying an estimated $271K and bringing the position to 311,913 shares worth $26M. The position accounts for 0.69% of the portfolio, ranked #52.

Bragg Financial Advisors first reported a position in PLUS in Q3 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Bragg Financial Advisors held 311,913 shares of ePlus worth $26M as of Q2 2026.
  • Bragg Financial Advisors bought 3,258 ePlus shares in Q2 2026, an estimated $271K.
  • ePlus made up 0.69% of Bragg Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Bragg Financial Advisors first reported a position in ePlus in Q3 2025 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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