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
$291B
$2.56 Million 0.17% of portfolio
5,357
Q3 2025 Reduced 0.8%
$0
$2.47 Million 0.16% of portfolio
43,023
Q3 2025 Added 1.03%
$0
$2.34 Million 0.16% of portfolio
16,770
Q3 2025 Reduced 0.65%
$111B
$2.39 Million 0.16% of portfolio
7,275
Q3 2025 Added 2.51%
$0
$2.47 Million 0.16% of portfolio
78,086
Q3 2025 Added 1.53%
$0
$2.33 Million 0.16% of portfolio
47,330
Q3 2025 Added 5.0%
$0
$2.4 Million 0.16% of portfolio
30,000
Q3 2025 Reduced 0.99%
$237B
$2.37 Million 0.16% of portfolio
9,986
Q3 2025 Reduced 22.77%
$0
$2.2 Million 0.15% of portfolio
10,504
Q3 2025 Added 15.38%
$0
$2.32 Million 0.15% of portfolio
24,038
Q3 2025 Reduced 1.41%
$0
$2.2 Million 0.15% of portfolio
76,578
Q3 2025 Added 2.75%
$1.94B
$2.19 Million 0.15% of portfolio
24,979
Q3 2025 Added 1.5%
$324M
$2.23 Million 0.15% of portfolio
285,535
Q3 2025 New
$141B
$2.28 Million 0.15% of portfolio
89,465
Q3 2025 Added 2.67%
$62.3B
$2.19 Million 0.15% of portfolio
19,434
Q3 2025 Added 2.51%
$72.3B
$2.19 Million 0.15% of portfolio
19,578
Q3 2025 Reduced 35.18%
$100B
$2.28 Million 0.15% of portfolio
8,430
Q3 2025 Added 1.29%
$0
$2.32 Million 0.15% of portfolio
16,686
Q3 2025 Reduced 5.91%
$31.5B
$2.09 Million 0.14% of portfolio
28,701
Q3 2025 Reduced 55.55%
$181B
$2.1 Million 0.14% of portfolio
21,399
Q3 2025 New
$0
$2.13 Million 0.14% of portfolio
17,412
Q3 2025 Reduced 3.54%
$0
$2.12 Million 0.14% of portfolio
8,674
Q3 2025 Reduced 6.53%
$36.7B
$2.03 Million 0.14% of portfolio
24,206
Q3 2025 Added 4.99%
$0
$2.14 Million 0.14% of portfolio
6,966
Q3 2025 Added 1.53%
$94.5B
$2.13 Million 0.14% of portfolio
6,259
Q3 2025 Reduced 29.98%
$8.69B
$2.03 Million 0.14% of portfolio
104,443
Q3 2025 Added 1.17%
$0
$2.16 Million 0.14% of portfolio
24,169
Q3 2025 Reduced 2.89%
$40.4B
$2.03 Million 0.14% of portfolio
15,981
Q3 2025 Added 0.31%
$123B
$1.91 Million 0.13% of portfolio
6,751
Q3 2025 Reduced 32.57%
$0
$1.93 Million 0.13% of portfolio
19,268
Q3 2025 Reduced 0.17%
$2.21B
$1.91 Million 0.13% of portfolio
23,000
Q3 2025 Reduced 4.17%
$114B
$1.96 Million 0.13% of portfolio
9,089
Q3 2025 Added 17.76%
$0
$1.98 Million 0.13% of portfolio
54,329
Q3 2025 Added 6.36%
$0
$1.96 Million 0.13% of portfolio
34,052
Q3 2025 Added 1.77%
$0
$1.85 Million 0.12% of portfolio
5,787
Q3 2025 Added 0.4%
$235B
$1.77 Million 0.12% of portfolio
21,068
Q3 2025 Reduced 1.26%
$0
$1.85 Million 0.12% of portfolio
23,564
Q3 2025 Reduced 2.3%
$0
$1.81 Million 0.12% of portfolio
59,805
Q3 2025 Reduced 11.54%
$0
$1.75 Million 0.12% of portfolio
14,539
Q3 2025 Added 1.1%
$152B
$1.76 Million 0.12% of portfolio
7,148
Q3 2025 Reduced 2.71%
$0
$1.84 Million 0.12% of portfolio
11,206
Q3 2025 Added 0.92%
$0
$1.87 Million 0.12% of portfolio
18,616
Q3 2025 Added 7.71%
$0
$1.84 Million 0.12% of portfolio
95,362
Q3 2025 Added 26.34%
$2.24B
$1.83 Million 0.12% of portfolio
96,690
Q3 2025 Added 2.79%
$0
$1.74 Million 0.12% of portfolio
32,345
Q3 2025 Reduced 10.84%
$0
$1.78 Million 0.12% of portfolio
45,074
Q3 2025 Added 1.02%
$0
$1.8 Million 0.12% of portfolio
19,271
Q3 2025 Reduced 2.69%
$0
$1.77 Million 0.12% of portfolio
22,458
Q3 2025 Reduced 0.39%
$115B
$1.84 Million 0.12% of portfolio
3,753
Q3 2025 Reduced 3.32%

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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