Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.37 Billion
  • Q2 2025

Nations Financial Group Inc, has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 678 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $37.1M, Nvidia Corp with a value of $37.1M, Microsoft Corp with a value of $35.9M, Apple Inc. with a value of $31.5M, and Ishares Core S&P Mid Cap ETF with a value of $27.4M.

Examining the 13F form we can see an increase of $128M in the current position value, from $1.25B to 1.37B.

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 $1.37 Billion
ETFs: $667 Million
Technology: $192 Million
Financial Services: $140 Million
Industrials: $59.3 Million
Communication Services: $56.1 Million
Consumer Cyclical: $53.1 Million
Energy: $51.9 Million
Healthcare: $51.1 Million
Other: $90.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68B
$7.9 Million 0.58% of portfolio
19,542
Q2 2025 Reduced 43.33%
$3.25B
$6.15 Million 0.45% of portfolio
319,593
Q2 2025 Added 0.29%
$3.88B
$4.46 Million 0.32% of portfolio
31,386
Q2 2025 Added 1.11%
$9.07B
$3.06 Million 0.22% of portfolio
19,867
Q2 2025 Reduced 0.33%
$8.3B
$2.72 Million 0.2% of portfolio
20,035
Q2 2025 Added 0.25%
$2.07B
$2.04 Million 0.15% of portfolio
24,610
Q2 2025 Reduced 0.2%
$8.74B
$1.96 Million 0.14% of portfolio
103,233
Q2 2025 Added 1.23%
$2.45B
$1.72 Million 0.13% of portfolio
94,063
Q2 2025 Added 1.18%
$8.35B
$1.13 Million 0.08% of portfolio
40,478
Q2 2025 Added 2.64%
$5.18B
$1.02 Million 0.07% of portfolio
4,289
Q2 2025 Added 5.28%
$3.11B
$964,000 0.07% of portfolio
6,254
Q2 2025 New
$8.95B
$784,000 0.06% of portfolio
15,086
Q2 2025 Added 4.55%
$8.94B
$871,000 0.06% of portfolio
21,433
Q2 2025 Added 0.0%
$3.89B
$816,000 0.06% of portfolio
10,561
Q2 2025 Added 5.17%
$2.54B
$632,000 0.05% of portfolio
43,167
Q2 2025 Reduced 2.32%
$4.97B
$513,000 0.04% of portfolio
9,679
Q2 2025 Added 2.27%
$8.45B
$581,000 0.04% of portfolio
9,087
Q2 2025 Reduced 0.19%
$8.98B
$404,000 0.03% of portfolio
21,048
Q2 2025 Added 2.83%
$3.73B
$410,000 0.03% of portfolio
16,530
Q2 2025 Added 3.96%
$3.49B
$400,000 0.03% of portfolio
9,517
Q2 2025 Reduced 88.95%
$6.21B
$368,000 0.03% of portfolio
10,157
Q2 2025 Reduced 0.24%
$4.76B
$409,000 0.03% of portfolio
4,113
Q2 2025 New
$2.72B
$302,000 0.02% of portfolio
4,426
Q2 2025 New
$8.72B
$324,000 0.02% of portfolio
7,639
Q2 2025 Added 1.18%
$8.57B
$276,000 0.02% of portfolio
6,434
Q2 2025 New
$3.2B
$340,000 0.02% of portfolio
11,133
Q2 2025 Added 0.11%
$3.21B
$327,000 0.02% of portfolio
7,377
Q2 2025 Added 2.0%
$4.09B
$289,000 0.02% of portfolio
66,122
Q2 2025 Reduced 55.49%
$5.63B
$226,000 0.02% of portfolio
1,200
Q2 2025 New
$4.91B
$131,000 0.01% of portfolio
10,235
Q2 2025 New
$3.17B
$117,000 0.01% of portfolio
12,501
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 678
  • Current Value $1.37 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 332 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 249 stocks
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