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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$3.42 Million 0.23% of portfolio
42,178
Q3 2025 Added 1.65%
$118B
$3.5 Million 0.23% of portfolio
14,250
Q3 2025 Reduced 0.36%
$0
$3.51 Million 0.23% of portfolio
79,128
Q3 2025 Reduced 12.68%
$0
$3.52 Million 0.23% of portfolio
46,268
Q3 2025 Added 1.15%
$61.4B
$3.46 Million 0.23% of portfolio
16,986
Q3 2025 Added 2.18%
$367B
$3.32 Million 0.22% of portfolio
8,192
Q3 2025 Reduced 3.77%
$191B
$3.29 Million 0.22% of portfolio
609
Q3 2025 Added 8.75%
$0
$3.35 Million 0.22% of portfolio
11,366
Q3 2025 Reduced 2.46%
$144B
$3.27 Million 0.22% of portfolio
7,143
Q3 2025 Added 0.86%
$0
$3.28 Million 0.22% of portfolio
88,304
Q3 2025 Added 8.43%
$0
$3.33 Million 0.22% of portfolio
78,898
Q3 2025 Added 0.82%
$0
$3.37 Million 0.22% of portfolio
66,433
Q3 2025 Added 34.03%
$98.1B
$3.28 Million 0.22% of portfolio
19,217
Q3 2025 Reduced 8.44%
$69.1B
$3.08 Million 0.21% of portfolio
36,579
Q3 2025 Reduced 12.6%
$12.2B
$3.21 Million 0.21% of portfolio
16,003
Q3 2025 Added 2.11%
$0
$3.22 Million 0.21% of portfolio
41,472
Q3 2025 Reduced 0.67%
$0
$2.97 Million 0.2% of portfolio
114,834
Q3 2025 Added 1.84%
$0
$3.07 Million 0.2% of portfolio
135,302
Q3 2025 Added 0.02%
$0
$2.97 Million 0.2% of portfolio
14,359
Q3 2025 Added 8.3%
$9.4B
$3.02 Million 0.2% of portfolio
49,171
Q3 2025 Added 664.24%
$38.4B
$2.97 Million 0.2% of portfolio
16,027
Q3 2025 Added 14.46%
$0
$2.97 Million 0.2% of portfolio
62,288
Q3 2025 Reduced 3.33%
$2.36B
$2.81 Million 0.19% of portfolio
63,067
Q3 2025 New
$971B
$2.89 Million 0.19% of portfolio
3,784
Q3 2025 Added 7.96%
$0
$2.79 Million 0.19% of portfolio
31,393
Q3 2025 Added 1.59%
$224B
$2.87 Million 0.19% of portfolio
9,448
Q3 2025 Reduced 0.41%
$0
$2.9 Million 0.19% of portfolio
50,710
Q3 2025 Reduced 47.6%
$74.9B
$2.83 Million 0.19% of portfolio
10,854
Q3 2025 Reduced 1.0%
$9.99B
$2.83 Million 0.19% of portfolio
31,619
Q3 2025 Added 0.91%
$61.6B
$2.87 Million 0.19% of portfolio
101,294
Q3 2025 Reduced 0.42%
$47B
$2.83 Million 0.19% of portfolio
5,762
Q3 2025 Added 1.73%
$0
$2.68 Million 0.18% of portfolio
24,261
Q3 2025 Reduced 7.56%
$0
$2.71 Million 0.18% of portfolio
74,611
Q3 2025 Added 13.27%
$97.3B
$2.69 Million 0.18% of portfolio
31,776
Q3 2025 Added 1.61%
$1.74T
$2.68 Million 0.18% of portfolio
10,987
Q3 2025 Reduced 2.19%
$0
$2.68 Million 0.18% of portfolio
10,326
Q2 2025 New
$61.4B
$2.57 Million 0.17% of portfolio
6,205
Q3 2025 Reduced 11.76%
$57.4B
$2.52 Million 0.17% of portfolio
64,231
Q3 2025 Added 32.2%
$84.4B
$2.5 Million 0.17% of portfolio
12,737
Q3 2025 Added 1.67%
$35.8B
$2.61 Million 0.17% of portfolio
9,528
Q3 2025 Added 1.01%
$65.3B
$2.49 Million 0.17% of portfolio
34,221
Q3 2025 Reduced 7.88%
$204B
$2.5 Million 0.17% of portfolio
17,768
Q3 2025 Reduced 1.13%
$55.4B
$2.58 Million 0.17% of portfolio
8,456
Q3 2025 Added 0.89%
$0
$2.6 Million 0.17% of portfolio
27,306
Q3 2025 Reduced 2.03%
$328B
$2.54 Million 0.17% of portfolio
8,429
Q3 2025 Added 7.21%
$0
$2.5 Million 0.17% of portfolio
56,276
Q3 2025 Added 494.13%
$54.4B
$2.51 Million 0.17% of portfolio
8,099
Q3 2025 Added 1.12%

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
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