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
$1.68 Million 0.11% of portfolio
8,264
Q3 2025 Reduced 0.1%
$32.5B
$1.64 Million 0.11% of portfolio
1,987
Q3 2025 Added 36.66%
$74.3B
$1.58 Million 0.11% of portfolio
24,896
Q3 2025 Reduced 0.05%
$0
$1.7 Million 0.11% of portfolio
44,597
Q3 2025 Reduced 0.97%
$103B
$1.63 Million 0.11% of portfolio
699
Q3 2025 Added 79.23%
$111B
$1.68 Million 0.11% of portfolio
4,290
Q3 2025 Added 1.76%
$0
$1.59 Million 0.11% of portfolio
38,727
Q3 2025 Added 2.25%
$11.6B
$1.6 Million 0.11% of portfolio
4,734
Q3 2025 Added 0.47%
$55.9B
$1.63 Million 0.11% of portfolio
1,708
Q3 2025 Added 0.41%
$0
$1.65 Million 0.11% of portfolio
26,184
Q3 2025 Reduced 0.23%
$0
$1.61 Million 0.11% of portfolio
13,637
Q3 2025 Reduced 0.25%
$0
$1.63 Million 0.11% of portfolio
11,487
Q3 2025 Reduced 6.87%
$35B
$1.6 Million 0.11% of portfolio
14,000
Q3 2025 Added 0.32%
$0
$1.43 Million 0.1% of portfolio
14,426
Q3 2025 Reduced 8.06%
$0
$1.51 Million 0.1% of portfolio
7,252
Q3 2025 Reduced 3.92%
$0
$1.56 Million 0.1% of portfolio
59,366
Q3 2025 Reduced 0.77%
$21.2B
$1.48 Million 0.1% of portfolio
3,520
Q3 2025 Added 16.9%
$9.12B
$1.51 Million 0.1% of portfolio
16,542
Q3 2025 New
$55.6B
$1.44 Million 0.1% of portfolio
9,809
Q3 2025 Reduced 3.83%
$0
$1.44 Million 0.1% of portfolio
32,766
Q3 2025 Reduced 4.33%
$0
$1.44 Million 0.1% of portfolio
28,990
Q3 2025 Added 4.43%
$0
$1.46 Million 0.1% of portfolio
31,925
Q3 2025 Added 1.01%
$159B
$1.44 Million 0.1% of portfolio
2,959
Q3 2025 Added 0.68%
$0
$1.53 Million 0.1% of portfolio
6,377
Q3 2025 Reduced 5.03%
$103B
$1.3 Million 0.09% of portfolio
17,223
Q3 2025 Added 0.4%
$15.1B
$1.3 Million 0.09% of portfolio
3,570
Q3 2025 Added 0.17%
$140B
$1.36 Million 0.09% of portfolio
3,621
Q3 2025 Added 0.47%
$136B
$1.33 Million 0.09% of portfolio
3,606
Q3 2025 Reduced 0.99%
$181B
$1.31 Million 0.09% of portfolio
46,482
Q3 2025 Reduced 2.98%
$413B
$1.34 Million 0.09% of portfolio
26,040
Q3 2025 Added 1.46%
$0
$1.34 Million 0.09% of portfolio
33,681
Q3 2025 Reduced 2.46%
$85.9B
$1.35 Million 0.09% of portfolio
6,130
Q3 2025 Reduced 4.84%
$0
$1.32 Million 0.09% of portfolio
2,808
Q3 2025 Reduced 3.04%
$0
$1.41 Million 0.09% of portfolio
28,845
Q3 2025 Reduced 0.96%
$0
$1.36 Million 0.09% of portfolio
18,351
Q3 2025 Reduced 6.24%
$0
$1.35 Million 0.09% of portfolio
29,204
Q3 2025 Reduced 1.53%
$0
$1.42 Million 0.09% of portfolio
7,278
Q3 2025 Added 20.62%
$0
$1.37 Million 0.09% of portfolio
14,908
Q3 2025 Reduced 18.2%
$0
$1.31 Million 0.09% of portfolio
30,260
Q3 2025 Reduced 0.7%
$46.8B
$1.29 Million 0.09% of portfolio
1,349
Q3 2025 Reduced 0.07%
$0
$1.32 Million 0.09% of portfolio
31,040
Q3 2025 New
$0
$1.33 Million 0.09% of portfolio
54,968
Q3 2025 Added 499.17%
$0
$1.39 Million 0.09% of portfolio
41,533
Q3 2025 Added 25.73%
$73.2B
$1.35 Million 0.09% of portfolio
315
Q4 2024 Reduced 39.89%
$22.4B
$1.28 Million 0.09% of portfolio
19,001
Q3 2025 Added 0.19%
$26.5B
$1.31 Million 0.09% of portfolio
9,152
Q3 2025 Added 0.63%
$0
$1.31 Million 0.09% of portfolio
20,784
Q3 2025 Reduced 0.26%
$20.5B
$1.26 Million 0.08% of portfolio
16,450
Q3 2025 Reduced 1.0%
$0
$1.22 Million 0.08% of portfolio
27,193
Q3 2025 Reduced 8.86%

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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