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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.11 Million 0.06% of portfolio
5,731
Q4 2025 Reduced 21.26%
$0
$1.1 Million 0.06% of portfolio
14,614
Q4 2025 Added 29.41%
$0
$986,000 0.06% of portfolio
10,449
Q4 2025 Reduced 1.95%
$0
$1.13 Million 0.06% of portfolio
8,045
Q4 2025 Added 42.21%
$0
$1.1 Million 0.06% of portfolio
8,039
Q4 2025 Added 49.62%
$0
$1.07 Million 0.06% of portfolio
9,673
Q4 2025 Added 3.31%
$0
$1 Million 0.06% of portfolio
1,328
Q4 2025 Added 23.65%
$0
$1.12 Million 0.06% of portfolio
37,473
Q4 2025 Added 0.83%
$0
$1.15 Million 0.06% of portfolio
54,015
Q4 2025 Added 109.8%
$0
$986,000 0.06% of portfolio
7,628
Q4 2025 Added 1.52%
$0
$990,000 0.06% of portfolio
22,978
Q4 2025 Reduced 4.18%
$0
$1.13 Million 0.06% of portfolio
11,658
Q4 2025 Added 0.53%
$0
$1.04 Million 0.06% of portfolio
15,177
Q4 2025 Added 125.24%
$0
$1.05 Million 0.06% of portfolio
29,921
Q4 2025 Added 1.62%
$0
$1.08 Million 0.06% of portfolio
28,254
Q4 2025 New
$0
$1.06 Million 0.06% of portfolio
14,884
Q4 2025 Reduced 11.85%
$0
$1.13 Million 0.06% of portfolio
31,156
Q4 2025 Reduced 3.28%
$0
$995,000 0.06% of portfolio
8,735
Q4 2025 Added 126.3%
$0
$1.09 Million 0.06% of portfolio
10,813
Q4 2025 Added 4.71%
$0
$1.05 Million 0.06% of portfolio
24,883
Q4 2025 Reduced 24.06%
$0
$1.07 Million 0.06% of portfolio
58,365
Q4 2025 Added 10.84%
$0
$851,000 0.05% of portfolio
62,351
Q4 2025 Reduced 6.15%
$0
$958,000 0.05% of portfolio
3,825
Q3 2025 Added 5.37%
$0
$956,000 0.05% of portfolio
8,246
Q4 2025 Reduced 6.98%
$0
$918,000 0.05% of portfolio
9,756
Q4 2025 Added 20.97%
$3.62B
$968,000 0.05% of portfolio
42,161
Q4 2025 Added 48.52%
$0
$904,000 0.05% of portfolio
18,860
Q4 2025 Added 3.14%
$0
$820,000 0.05% of portfolio
16,201
Q4 2025 Added 1.75%
$0
$840,000 0.05% of portfolio
13,497
Q4 2025 Reduced 3.44%
$0
$897,000 0.05% of portfolio
26,244
Q4 2025 Added 3.32%
$0
$922,000 0.05% of portfolio
27,434
Q4 2025 Reduced 6.51%
$0
$822,000 0.05% of portfolio
5,010
Q4 2025 Added 107.02%
$0
$880,000 0.05% of portfolio
25,815
Q4 2025 Reduced 6.09%
$0
$853,000 0.05% of portfolio
6,174
Q4 2025 Added 127.99%
$0
$848,000 0.05% of portfolio
33,610
Q4 2025 Added 180.83%
$0
$838,000 0.05% of portfolio
35,537
Q4 2025 Added 11.22%
$0
$804,000 0.05% of portfolio
16,625
Q4 2025 Reduced 0.27%
$0
$941,000 0.05% of portfolio
7,769
Q4 2025 Added 1.03%
$0
$837,000 0.05% of portfolio
32,996
Q4 2025 Reduced 2.96%
$0
$929,000 0.05% of portfolio
18,527
Q4 2025 Added 19.23%
$0
$922,000 0.05% of portfolio
5,986
Q4 2025 Reduced 10.07%
$0
$957,000 0.05% of portfolio
6,296
Q4 2025 Added 12.97%
$0
$833,000 0.05% of portfolio
22,383
Q4 2025 Added 18.31%
$0
$886,000 0.05% of portfolio
18,746
Q4 2025 Reduced 4.71%
$0
$816,000 0.05% of portfolio
10,259
Q4 2025 Added 10.78%
$0
$718,000 0.04% of portfolio
6,742
Q4 2025 Added 4.01%
$0
$694,000 0.04% of portfolio
9,680
Q4 2025 Added 1.38%
$0
$660,000 0.04% of portfolio
4,715
Q4 2025 Added 3.15%
$0
$774,000 0.04% of portfolio
7,236
Q4 2025 Added 4.07%

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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