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
$0
$1.26 Million 0.08% of portfolio
32,259
Q3 2025 Added 0.0%
$0
$1.13 Million 0.08% of portfolio
13,270
Q3 2025 Reduced 0.02%
$10.1B
$1.18 Million 0.08% of portfolio
31,435
Q3 2025 Added 46.67%
$0
$1.18 Million 0.08% of portfolio
16,884
Q3 2025 Reduced 2.22%
$0
$1.15 Million 0.08% of portfolio
4,429
Q3 2025 Added 11.06%
$0
$1.25 Million 0.08% of portfolio
14,417
Q3 2025 Added 48.45%
$0
$1.24 Million 0.08% of portfolio
13,565
Q3 2025 Added 35.41%
$0
$1.16 Million 0.08% of portfolio
6,656
Q3 2025 Added 20.89%
$0
$1.23 Million 0.08% of portfolio
4,827
Q3 2025 Reduced 2.35%
$541M
$1.18 Million 0.08% of portfolio
54,807
Q2 2025 Added 0.55%
$306B
$1.16 Million 0.08% of portfolio
17,494
Q3 2025 Reduced 32.57%
$8.56B
$1.23 Million 0.08% of portfolio
43,418
Q3 2025 Added 7.26%
$0
$1.16 Million 0.08% of portfolio
48,997
Q3 2025 Added 2.23%
$68.9B
$1.18 Million 0.08% of portfolio
5,019
Q3 2025 Reduced 2.18%
$317B
$1.18 Million 0.08% of portfolio
14,079
Q3 2025 Added 4.13%
$66.3B
$1.24 Million 0.08% of portfolio
5,415
Q3 2025 Added 26.05%
$91.4B
$1.13 Million 0.08% of portfolio
7,276
Q3 2025 Added 6.56%
$0
$1.16 Million 0.08% of portfolio
32,213
Q3 2025 Reduced 0.77%
$0
$1.14 Million 0.08% of portfolio
11,597
Q3 2025 Added 0.89%
$0
$1.18 Million 0.08% of portfolio
15,476
Q3 2025 Added 0.08%
$0
$1.06 Million 0.07% of portfolio
28,390
Q3 2025 New
$0
$1.12 Million 0.07% of portfolio
26,645
Q3 2025 Added 122.45%
$0
$1.1 Million 0.07% of portfolio
31,111
Q3 2025 Added 407.69%
$0
$1.03 Million 0.07% of portfolio
29,444
Q3 2025 Added 32.61%
$578M
$990,000 0.07% of portfolio
38,295
Q3 2025 New
$0
$978,000 0.07% of portfolio
29,343
Q3 2025 Added 0.31%
$0
$1.1 Million 0.07% of portfolio
46,593
Q3 2025 Added 26.22%
$9.75B
$1.11 Million 0.07% of portfolio
15,160
Q3 2025 Added 0.49%
$52.1B
$1.09 Million 0.07% of portfolio
90,824
Q3 2025 Added 0.63%
$0
$1.02 Million 0.07% of portfolio
10,657
Q3 2025 Reduced 4.46%
$0
$1 Million 0.07% of portfolio
15,069
Q3 2025 Reduced 0.79%
$0
$1.04 Million 0.07% of portfolio
9,363
Q3 2025 Added 0.71%
$0
$999,000 0.07% of portfolio
53,178
Q2 2025 Reduced 0.56%
$0
$1.06 Million 0.07% of portfolio
88,167
Q3 2025 Added 0.09%
$0
$1.05 Million 0.07% of portfolio
23,981
Q3 2025 Added 21.01%
$82.8B
$1.04 Million 0.07% of portfolio
3,603
Q3 2025 Added 5.23%
$0
$1.1 Million 0.07% of portfolio
37,163
Q3 2025 Added 6.3%
$107B
$1.07 Million 0.07% of portfolio
1,408
Q3 2025 Reduced 0.78%
$38B
$982,000 0.07% of portfolio
7,252
Q3 2025 Added 2.75%
$197B
$1.1 Million 0.07% of portfolio
5,363
Q3 2025 Added 0.68%
$4.92B
$1.05 Million 0.07% of portfolio
4,302
Q3 2025 Added 0.3%
$0
$1.04 Million 0.07% of portfolio
10,327
Q3 2025 Added 5.89%
$0
$1.02 Million 0.07% of portfolio
8,865
Q3 2025 Added 9.78%
$113B
$1.08 Million 0.07% of portfolio
11,459
Q3 2025 Reduced 2.74%
$101B
$1.02 Million 0.07% of portfolio
8,429
Q3 2025 Reduced 0.74%
$41.4B
$1.01 Million 0.07% of portfolio
11,291
Q3 2025 Added 2.18%
$70.1B
$1.11 Million 0.07% of portfolio
6,493
Q3 2025 Reduced 7.73%
$0
$859,000 0.06% of portfolio
5,573
Q3 2025 Added 0.18%
$10.5B
$925,000 0.06% of portfolio
8,878
Q3 2025 Reduced 2.3%

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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