Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.76 Billion
  • Q4 2025

Nations Financial Group Inc, has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 746 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.3M, Nvidia Corp with a value of $48.6M, Apple Inc. with a value of $43.3M, Technology Sector Spdr with a value of $43.1M, and Microsoft Corp with a value of $42.5M.

Examining the 13F form we can see an increase of $263M in the current position value, from $1.5B to 1.76B.

Nations Financial Group Inc, is based out at Cedar Rapids, IA

Below you can find more details about Nations Financial Group Inc, portfolio as well as his latest detailed transactions.

Portfolio value $1.76 Billion
ETFs: $943 Million
Technology: $245 Million
Financial Services: $148 Million
Communication Services: $74.3 Million
Industrials: $68.7 Million
Healthcare: $61.6 Million
Consumer Cyclical: $60.9 Million
Energy: $56.4 Million
Other: $87.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$7.54 Million 0.43% of portfolio
26,411
Q4 2025 Added 140.38%
$388B
$7.63 Million 0.43% of portfolio
31,731
Q4 2025 Added 19.35%
$1.91B
$7.39 Million 0.42% of portfolio
310,617
Q4 2025 Reduced 5.12%
$0
$7.35 Million 0.42% of portfolio
159,889
Q4 2025 Added 8.4%
$0
$7.39 Million 0.42% of portfolio
50,500
Q4 2025 Added 1.96%
$266B
$6.96 Million 0.4% of portfolio
23,436
Q4 2025 Added 11.39%
$1.46T
$7.13 Million 0.4% of portfolio
25,270
Q4 2025 Added 2.06%
$522B
$7.09 Million 0.4% of portfolio
35,513
Q4 2025 Added 11.29%
$593B
$6.77 Million 0.38% of portfolio
30,781
Q4 2025 Added 5.75%
$0
$6.7 Million 0.38% of portfolio
20,308
Q4 2025 Added 7.11%
$303B
$6.64 Million 0.38% of portfolio
42,882
Q4 2025 Added 35.01%
$161B
$6.72 Million 0.38% of portfolio
5,920
Q4 2025 Reduced 4.36%
$114B
$6.46 Million 0.37% of portfolio
33,705
Q4 2025 Added 270.83%
$0
$6.5 Million 0.37% of portfolio
35,683
Q4 2025 Added 11.22%
$0
$6.53 Million 0.37% of portfolio
69,944
Q4 2025 Added 0.55%
$2.22B
$6.4 Million 0.36% of portfolio
159,045
Q4 2025 Added 3.62%
$0
$6.39 Million 0.36% of portfolio
141,722
Q4 2025 Added 67.13%
$0
$6.31 Million 0.36% of portfolio
136,472
Q4 2025 Added 31.68%
$265B
$6.1 Million 0.35% of portfolio
7,869
Q4 2025 Added 796.24%
$258B
$6.18 Million 0.35% of portfolio
35,165
Q4 2025 Added 47.09%
$61.4B
$5.98 Million 0.34% of portfolio
29,112
Q4 2025 Added 71.39%
$183B
$5.71 Million 0.32% of portfolio
16,706
Q4 2025 Added 0.6%
$319B
$5.6 Million 0.32% of portfolio
71,976
Q4 2025 Added 2.37%
$3.16B
$5.6 Million 0.32% of portfolio
302,929
Q4 2025 Reduced 2.2%
$342B
$5.71 Million 0.32% of portfolio
32,789
Q4 2025 Added 4.1%
$0
$5.31 Million 0.3% of portfolio
69,683
Q4 2025 Added 0.07%
$0
$5.34 Million 0.3% of portfolio
44,079
Q4 2025 Added 6.95%
$104B
$5.29 Million 0.3% of portfolio
21,079
Q4 2025 Added 0.33%
$29.6B
$5.25 Million 0.3% of portfolio
14,161
Q4 2025 New
$0
$5.25 Million 0.3% of portfolio
89,534
Q4 2025 Added 12.51%
$49.1B
$5.36 Million 0.3% of portfolio
48,637
Q4 2025 Added 847.54%
$0
$5.13 Million 0.29% of portfolio
118,152
Q4 2025 Added 4.17%
$0
$5.03 Million 0.29% of portfolio
129,030
Q4 2025 Added 2.38%
$52.5B
$5.11 Million 0.29% of portfolio
300,554
Q4 2025 Added 1.95%
$172B
$4.95 Million 0.28% of portfolio
120,748
Q4 2025 Added 9.92%
$20.1B
$4.96 Million 0.28% of portfolio
9,225
Q4 2025 Added 8.64%
$414B
$5 Million 0.28% of portfolio
21,376
Q4 2025 Added 30.18%
$0
$4.84 Million 0.27% of portfolio
90,280
Q4 2025 Added 1.55%
$0
$4.74 Million 0.27% of portfolio
36,422
Q4 2025 Added 2.68%
$75.4B
$4.84 Million 0.27% of portfolio
37,933
Q4 2025 Added 18.87%
$0
$4.52 Million 0.26% of portfolio
49,173
Q4 2025 Added 103.45%
$0
$4.61 Million 0.26% of portfolio
51,431
Q4 2025 New
$68.5B
$4.64 Million 0.26% of portfolio
32,630
Q4 2025 Reduced 0.53%
$0
$4.39 Million 0.25% of portfolio
65,603
Q4 2025 Added 9.61%
$1.87B
$4.43 Million 0.25% of portfolio
22,184
Q4 2025 Added 12.24%
$0
$4.35 Million 0.25% of portfolio
82,372
Q4 2025 Added 2.65%
$346B
$4.49 Million 0.25% of portfolio
30,799
Q4 2025 Added 4.74%
$98.1B
$4.33 Million 0.25% of portfolio
31,271
Q4 2025 Added 62.73%
$168B
$4.15 Million 0.24% of portfolio
48,386
Q4 2025 Reduced 0.61%

Summary

  • Portfolio
  • No. of Stocks 746
  • Current Value $1.76 Billion
  • Prior Value $1.5 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 70 stocks
  • Additional Purchases 402 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 229 stocks
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