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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$37.1 Million 2.71% of portfolio
76,472
Q2 2025 Added 7.86%
$456B
$37.1 Million 2.7% of portfolio
234,598
Q2 2025 Added 2.02%
$3.95T
$35.9 Million 2.62% of portfolio
72,254
Q2 2025 Added 2.64%
$3.69T
$31.5 Million 2.3% of portfolio
153,659
Q2 2025 Reduced 10.73%
$1.78T
$17.8 Million 1.29% of portfolio
24,068
Q2 2025 Added 12.43%
$2.26T
$16.4 Million 1.19% of portfolio
74,632
Q2 2025 Added 2.62%
$859B
$15.8 Million 1.15% of portfolio
54,357
Q2 2025 Reduced 7.43%
$439B
$14.6 Million 1.06% of portfolio
14,702
Q2 2025 Added 1.91%
$127B
$14.5 Million 1.06% of portfolio
52,672
Q2 2025 Reduced 4.26%
$1.21T
$13.4 Million 0.97% of portfolio
75,846
Q2 2025 Added 23.85%
$551B
$11 Million 0.8% of portfolio
30,908
Q2 2025 Added 11.15%
$442B
$8.57 Million 0.62% of portfolio
79,505
Q2 2025 Reduced 34.11%
$3.68B
$7.9 Million 0.58% of portfolio
19,542
Q2 2025 Reduced 43.33%
$423B
$8.02 Million 0.58% of portfolio
11
Q1 2025 Added 10.0%
$68.2B
$7.86 Million 0.57% of portfolio
253,443
Q2 2025 Added 1.63%
$684B
$6.78 Million 0.49% of portfolio
31,006
Q2 2025 Added 1.02%
$0
$6.72 Million 0.49% of portfolio
518,062
Q2 2025 Added 1.37%
$124B
$6.42 Million 0.47% of portfolio
20,808
Q2 2025 Reduced 2.15%
$281B
$6.45 Million 0.47% of portfolio
65,973
Q2 2025 Added 0.72%
$210B
$6.14 Million 0.45% of portfolio
20,845
Q2 2025 Added 1.74%
$3.25B
$6.15 Million 0.45% of portfolio
319,593
Q2 2025 Added 0.29%
$133B
$5.5 Million 0.4% of portfolio
6,140
Q2 2025 Reduced 0.49%
$53.7B
$5.42 Million 0.39% of portfolio
298,986
Q2 2025 Added 0.12%
$1.27T
$5.34 Million 0.39% of portfolio
23,598
Q2 2025 Added 153.66%
$33.1B
$5.27 Million 0.38% of portfolio
64,562
Q2 2025 Added 17.11%
$452B
$4.88 Million 0.36% of portfolio
31,978
Q2 2025 Added 1.04%
$324B
$4.79 Million 0.35% of portfolio
42,242
Q2 2025 Added 3.6%
$293B
$4.81 Million 0.35% of portfolio
69,342
Q2 2025 Added 0.04%
$368B
$4.7 Million 0.34% of portfolio
29,474
Q2 2025 Reduced 1.01%
$152B
$4.69 Million 0.34% of portfolio
16,785
Q2 2025 Added 0.41%
$367B
$4.68 Million 0.34% of portfolio
34,296
Q2 2025 Reduced 18.99%
$302B
$4.57 Million 0.33% of portfolio
31,912
Q2 2025 Reduced 0.92%
$3.88B
$4.46 Million 0.32% of portfolio
31,386
Q2 2025 Added 1.11%
$182B
$4.42 Million 0.32% of portfolio
102,133
Q2 2025 Added 0.54%
$1.08T
$4.38 Million 0.32% of portfolio
13,800
Q2 2025 Reduced 7.03%
$78.6B
$4.22 Million 0.31% of portfolio
31,621
Q2 2025 Reduced 3.05%
$1.35B
$4.31 Million 0.31% of portfolio
296,927
Q2 2025 Added 1.83%
$19.4B
$4.25 Million 0.31% of portfolio
8,325
Q2 2025 Added 0.85%
$57.7B
$4.07 Million 0.3% of portfolio
34,139
Q2 2025 Reduced 0.41%
$22.7B
$3.95 Million 0.29% of portfolio
17,704
Q2 2025 Reduced 31.24%
$10.3B
$3.97 Million 0.29% of portfolio
191,000
Q2 2025 Reduced 0.52%
$229B
$4.04 Million 0.29% of portfolio
29,700
Q2 2025 Reduced 4.95%
$0
$3.86 Million 0.28% of portfolio
128,120
Q2 2025 Added 2.23%
$153B
$3.6 Million 0.26% of portfolio
7,082
Q2 2025 Reduced 1.1%
$232B
$3.53 Million 0.26% of portfolio
12,930
Q2 2025 Added 88.26%
$52.5B
$3.4 Million 0.25% of portfolio
16,624
Q2 2025 Added 2.33%
$119B
$3.4 Million 0.25% of portfolio
14,302
Q2 2025 Reduced 1.94%
$229B
$3.43 Million 0.25% of portfolio
23,509
Q2 2025 Added 3.24%
$152B
$3.39 Million 0.25% of portfolio
15,293
Q2 2025 Reduced 1.46%

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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