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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$7.39 Million 0.42% of portfolio
310,617
Q4 2025 Reduced 5.12%
$1.87B
$4.43 Million 0.25% of portfolio
22,184
Q4 2025 Added 12.24%
$324M
$2.47 Million 0.14% of portfolio
325,129
Q4 2025 Added 13.87%
$1.94B
$2.25 Million 0.13% of portfolio
25,392
Q4 2025 Added 1.65%
$541M
$1.11 Million 0.06% of portfolio
50,090
Q4 2025 Reduced 8.61%
$578M
$957,000 0.05% of portfolio
38,725
Q4 2025 Added 1.12%
$922M
$727,000 0.04% of portfolio
418,300
Q2 2025 Added 4.58%
$466M
$212,000 0.01% of portfolio
7,248
Q3 2025 Reduced 1.52%
$1.3B
$28,000 0.0% of portfolio
12,500
Q4 2025 Reduced 20.1%
$1.3B
$78,000 0.0% of portfolio
15,451
Q4 2025 New

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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