OSK — Oshkosh Truck Corp Com

Ownership history in Bragg Financial Advisors, Inc  ·  74 quarters on record

AI Ownership Summary

Bragg Financial Advisors, Inc reported Oshkosh Truck Corp Com (OSK) in 74 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.17% in 2024 Q1. The latest visible filing shows OSK at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bragg Financial Advisors, Inc's position in Oshkosh Truck Corp Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OSK was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OSK stock page Bragg Financial Advisors, Inc fund profile Bragg Financial Advisors, Inc full holdings
How Bragg Financial Advisors, Inc held OSK — position size vs. price
% of Fund (quarterly)    OSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 256,745 +733 +0.3% 1.05% $32.3M 2026-02-14 (Est.) $170.51
2025 Q3 ADDED 256,012 +901 +0.4% 1.10% $33.2M 2025-11-13 $123.35
2025 Q2 ADDED 255,111 +21,435 +9.2% 1.03% $29.0M 2025-08-14 $138.71
2025 Q1 ADDED 233,676 +3,540 +1.5% 0.90% $22.0M 2025-05-14 $99.21
2024 Q4 ADDED 230,136 +20,828 +10.0% 0.89% $21.9M 2025-02-13 $106.28
2024 Q3 ADDED 209,308 +221 +0.1% 0.86% $21.0M 2024-11-14 $108.90
2024 Q2 ADDED 209,087 +478 +0.2% 1.01% $22.6M 2024-08-15 $100.68
2024 Q1 ADDED 208,609 +290 +0.1% 1.17% $26.0M 2024-05-14 $118.35
2023 Q4 ADDED 208,319 +1,269 +0.6% 1.07% $22.6M 2024-02-14 $106.81
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OSK

As of 2026 Q1 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 6.14% Kessler Investment Group, LLC 3Y 7Y 3.02% Skylands Capital, LLC 3Y 7Y 2.59% Baker Ellis Asset Management LLC 3Y 7Y 0.99% Monument Capital Management 3Y 7Y 0.68% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.49% Cottage Street Advisors LLC 3Y 7Y 0.4% Parcion Private Wealth LLC 3Y 0.4% Covea Finance 3Y 0.36% GHP Investment Advisors, Inc. 3Y 7Y 0.3%

FAQ About Bragg Financial Advisors, Inc and OSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bragg Financial Advisors, Inc reported owning OSK?

Bragg Financial Advisors, Inc reported OSK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OSK position in Bragg Financial Advisors, Inc's portfolio?

The largest reported portfolio weight for OSK was 1.17% in 2024 Q1.

What is the latest reported OSK position on this page?

The most recent filing on this page is 2025 Q4, when Bragg Financial Advisors, Inc reported 256,745 shares, equal to 1.05% of portfolio, with an estimated market value of $32.3M.

What does the chart on this OSK ownership page compare?

The chart compares Bragg Financial Advisors, Inc's quarterly OSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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