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
$279B
$6.8 Million 0.45% of portfolio
65,966
Q3 2025 Reduced 0.01%
$0
$6.41 Million 0.43% of portfolio
33,777
Q3 2025 Reduced 0.48%
$0
$6.49 Million 0.43% of portfolio
69,559
Q3 2025 Added 2.81%
$1.87B
$6.37 Million 0.42% of portfolio
19,765
Q3 2025 Added 1.14%
$49.1B
$6.15 Million 0.41% of portfolio
5,133
Q3 2025 Added 2.62%
$0
$6.11 Million 0.41% of portfolio
51,090
Q3 2025 Reduced 1.48%
$0
$6.22 Million 0.41% of portfolio
18,960
Q3 2025 Reduced 1.6%
$104B
$6.17 Million 0.41% of portfolio
21,009
Q3 2025 Added 0.97%
$266B
$5.94 Million 0.4% of portfolio
21,039
Q3 2025 Added 0.93%
$522B
$5.92 Million 0.39% of portfolio
31,909
Q3 2025 Reduced 0.22%
$0
$5.89 Million 0.39% of portfolio
223,762
Q3 2025 Added 1,601.48%
$0
$5.84 Million 0.39% of portfolio
32,083
Q3 2025 Reduced 9.73%
$2.22B
$5.84 Million 0.39% of portfolio
153,488
Q3 2025 Reduced 32.54%
$2.66B
$5.87 Million 0.39% of portfolio
32,118
Q3 2025 Added 2.33%
$3.16B
$5.7 Million 0.38% of portfolio
309,744
Q3 2025 Reduced 3.08%
$342B
$5.75 Million 0.38% of portfolio
31,499
Q3 2025 Reduced 8.16%
$0
$5.32 Million 0.35% of portfolio
69,636
Q3 2025 Added 13.42%
$52.5B
$5.06 Million 0.34% of portfolio
294,807
Q3 2025 Reduced 1.4%
$303B
$4.93 Million 0.33% of portfolio
31,762
Q3 2025 Reduced 0.47%
$0
$4.98 Million 0.33% of portfolio
41,216
Q3 2025 Added 6.31%
$0
$4.97 Million 0.33% of portfolio
113,417
Q3 2025 Added 1.73%
$0
$4.77 Million 0.32% of portfolio
88,905
Q3 2025 Added 4.61%
$172B
$4.83 Million 0.32% of portfolio
109,849
Q3 2025 Added 7.55%
$0
$4.79 Million 0.32% of portfolio
103,642
Q3 2025 Added 308.43%
$20.1B
$4.8 Million 0.32% of portfolio
8,491
Q3 2025 Added 1.99%
$319B
$4.81 Million 0.32% of portfolio
70,313
Q3 2025 Added 1.4%
$0
$4.62 Million 0.31% of portfolio
35,473
Q3 2025 Added 0.81%
$183B
$4.69 Million 0.31% of portfolio
16,606
Q3 2025 Reduced 1.07%
$0
$4.62 Million 0.31% of portfolio
126,030
Q3 2025 Reduced 1.63%
$68.5B
$4.46 Million 0.3% of portfolio
32,804
Q3 2025 Reduced 3.91%
$0
$4.57 Million 0.3% of portfolio
79,582
Q3 2025 Added 3.67%
$346B
$4.52 Million 0.3% of portfolio
29,404
Q3 2025 Reduced 0.24%
$0
$4.41 Million 0.29% of portfolio
43,402
Q3 2025 Reduced 10.11%
$388B
$4.3 Million 0.29% of portfolio
26,587
Q3 2025 Added 22.37%
$0
$4.41 Million 0.29% of portfolio
170,881
Q3 2025 New
$75.4B
$4.19 Million 0.28% of portfolio
31,912
Q3 2025 Added 0.92%
$0
$4.26 Million 0.28% of portfolio
80,249
Q3 2025 Reduced 8.8%
$258B
$4 Million 0.27% of portfolio
23,907
Q3 2025 Added 1.69%
$228B
$3.99 Million 0.27% of portfolio
29,769
Q3 2025 Added 0.23%
$0
$4.03 Million 0.27% of portfolio
59,849
Q3 2025 Added 0.4%
$0
$3.96 Million 0.26% of portfolio
118,789
Q3 2025 Added 1.14%
$140B
$3.85 Million 0.26% of portfolio
15,302
Q3 2025 Added 0.06%
$0
$3.78 Million 0.25% of portfolio
84,799
Q3 2025 New
$19B
$3.7 Million 0.25% of portfolio
18,049
Q3 2025 Added 1.95%
$414B
$3.8 Million 0.25% of portfolio
16,420
Q3 2025 Added 0.09%
$89.8B
$3.76 Million 0.25% of portfolio
21,131
Q3 2025 Added 13.54%
$0
$3.82 Million 0.25% of portfolio
6,243
Q3 2025 Added 6.01%
$0
$3.72 Million 0.25% of portfolio
72,882
Q3 2025 Reduced 1.48%
$168B
$3.67 Million 0.25% of portfolio
48,681
Q3 2025 Reduced 1.1%

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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