Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.5 Billion
  • Q3 2025

Nations Financial Group Inc, has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 711 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $43.6M, Apple Inc. with a value of $38.7M, Microsoft Corp with a value of $38.1M, Invesco Qqq Trust, Series 1 with a value of $28.8M, and Ishares Core S&P Mid Cap ETF with a value of $28.1M.

Examining the 13F form we can see an increase of $127M in the current position value, from $1.37B to 1.5B.

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 $1.5 Billion
ETFs: $745 Million
Technology: $222 Million
Financial Services: $134 Million
Industrials: $62.6 Million
Communication Services: $61.1 Million
Consumer Cyclical: $59.7 Million
Healthcare: $54.9 Million
Energy: $50.5 Million
Other: $91.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$43.6 Million 2.91% of portfolio
233,869
Q3 2025 Reduced 0.31%
$4.3T
$38.7 Million 2.58% of portfolio
151,796
Q3 2025 Reduced 1.21%
$3.78T
$38.1 Million 2.54% of portfolio
73,490
Q3 2025 Added 1.71%
$662B
$27.5 Million 1.83% of portfolio
54,729
Q3 2025 Reduced 28.43%
$1.65T
$20.2 Million 1.35% of portfolio
83,220
Q3 2025 Added 9.72%
$1.37T
$18.1 Million 1.21% of portfolio
24,692
Q3 2025 Added 2.59%
$2.39T
$17.9 Million 1.19% of portfolio
81,318
Q3 2025 Added 8.96%
$881B
$17.9 Million 1.19% of portfolio
56,598
Q3 2025 Added 4.12%
$139B
$17.2 Million 1.15% of portfolio
52,162
Q3 2025 Reduced 0.97%
$404B
$11.9 Million 0.8% of portfolio
12,883
Q3 2025 Reduced 12.37%
$533B
$10.5 Million 0.7% of portfolio
30,831
Q3 2025 Reduced 0.25%
$490B
$9.03 Million 0.6% of portfolio
80,097
Q3 2025 Added 0.74%
$593B
$8.19 Million 0.55% of portfolio
29,107
Q3 2025 Reduced 6.12%
$453B
$8.3 Million 0.55% of portfolio
11
Q1 2025 Added 10.0%
$1.91B
$7.91 Million 0.53% of portfolio
327,367
Q3 2025 Added 10.25%
$70.2B
$7.87 Million 0.52% of portfolio
251,636
Q3 2025 Reduced 0.71%
$1.46T
$6.91 Million 0.46% of portfolio
24,759
Q3 2025 Added 4.92%
$0
$6.69 Million 0.45% of portfolio
510,445
Q3 2025 Reduced 1.47%
$161B
$6.68 Million 0.45% of portfolio
6,190
Q3 2025 Added 0.81%
$279B
$6.8 Million 0.45% of portfolio
65,966
Q3 2025 Reduced 0.01%
$1.87B
$6.37 Million 0.42% of portfolio
19,765
Q3 2025 Added 1.14%
$49.1B
$6.15 Million 0.41% of portfolio
5,133
Q3 2025 Added 2.62%
$104B
$6.17 Million 0.41% of portfolio
21,009
Q3 2025 Added 0.97%
$266B
$5.94 Million 0.4% of portfolio
21,039
Q3 2025 Added 0.93%
$522B
$5.92 Million 0.39% of portfolio
31,909
Q3 2025 Reduced 0.22%
$2.66B
$5.87 Million 0.39% of portfolio
32,118
Q3 2025 Added 2.33%
$3.16B
$5.7 Million 0.38% of portfolio
309,744
Q3 2025 Reduced 3.08%
$342B
$5.75 Million 0.38% of portfolio
31,499
Q3 2025 Reduced 8.16%
$418B
$5.53 Million 0.37% of portfolio
30,954
Q3 2025 Reduced 26.72%
$52.5B
$5.06 Million 0.34% of portfolio
294,807
Q3 2025 Reduced 1.4%
$303B
$4.93 Million 0.33% of portfolio
31,762
Q3 2025 Reduced 0.47%
$172B
$4.83 Million 0.32% of portfolio
109,849
Q3 2025 Added 7.55%
$20.1B
$4.8 Million 0.32% of portfolio
8,491
Q3 2025 Added 1.99%
$319B
$4.81 Million 0.32% of portfolio
70,313
Q3 2025 Added 1.4%
$183B
$4.69 Million 0.31% of portfolio
16,606
Q3 2025 Reduced 1.07%
$0
$4.62 Million 0.31% of portfolio
126,030
Q3 2025 Reduced 1.63%
$68.5B
$4.46 Million 0.3% of portfolio
32,804
Q3 2025 Reduced 3.91%
$346B
$4.52 Million 0.3% of portfolio
29,404
Q3 2025 Reduced 0.24%
$388B
$4.3 Million 0.29% of portfolio
26,587
Q3 2025 Added 22.37%
$75.4B
$4.19 Million 0.28% of portfolio
31,912
Q3 2025 Added 0.92%
$258B
$4 Million 0.27% of portfolio
23,907
Q3 2025 Added 1.69%
$228B
$3.99 Million 0.27% of portfolio
29,769
Q3 2025 Added 0.23%
$140B
$3.85 Million 0.26% of portfolio
15,302
Q3 2025 Added 0.06%
$19B
$3.7 Million 0.25% of portfolio
18,049
Q3 2025 Added 1.95%
$414B
$3.8 Million 0.25% of portfolio
16,420
Q3 2025 Added 0.09%
$89.8B
$3.76 Million 0.25% of portfolio
21,131
Q3 2025 Added 13.54%
$168B
$3.67 Million 0.25% of portfolio
48,681
Q3 2025 Reduced 1.1%
$15.4B
$3.38 Million 0.23% of portfolio
43,398
Q3 2025 Added 10.62%
$9.87B
$3.5 Million 0.23% of portfolio
20,255
Q3 2025 Added 1.95%

Summary

  • Portfolio
  • No. of Stocks 711
  • Current Value $1.5 Billion
  • Prior Value $1.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 64 stocks
  • Additional Purchases 343 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 252 stocks
Track This Portfolio

Track Nations Financial Group Inc, Portfolio

Follow Nations Financial Group Inc, and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nations Financial Group Inc, , based on Form 13F filings with the SEC.

News

Stay updated on Nations Financial Group Inc, with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email