Nations Financial Group Inc, /Ia/

13F filer · CIK 0001109767

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$2.09BU.S. long equity reported on 13F

Positions40437 new · 31 closed

Net flow last quarter+$1.94MBuys minus sells

Top 10 positions weight15.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026404 positions
NVDANvidia Corp	$51.5M	2.46%	0.00%	-6.5%	Q2 2018
AAPLApple Inc.	$51.4M	2.46%	0.00%	+3.6%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$38M	1.82%	Not reported	-2.2%	Q2 2018
GOOGLAlphabet Inc.	$36.4M	1.74%	0.00%	-3.4%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$34.3M	1.64%	Not reported	+1.7%	Q4 2015
MSFTMicrosoft Corp	$29.1M	1.39%	0.00%	+0.2%	Q4 2015
BRK.BBerkshire Hathaway Inc	$25.6M	1.22%	Not reported	-2.4%	Q4 2015
AMZNAmazon Com Inc	$23.7M	1.13%	0.00%	+1.4%	Q1 2016
AVGOBroadcom Inc.	$22.2M	1.06%	0.00%	-0.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$20.9M	1.00%	Not reported	+0.4%	Q4 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$19.6M	0.93%	Not reported	+2.0%	Q3 2025
METAMeta Platforms, Inc.	$18.8M	0.90%	Not reported	+0.9%	Q4 2015
JPMJPMorgan Chase & Co	$17.9M	0.86%	0.00%	+1.2%	Q1 2017
LLYELI LILLY & Co	$13.5M	0.65%	0.00%	+60.7%	Q4 2019
KLACKla Corp	$13.3M	0.64%	0.00%	-26.3%	Q2 2020
MUMicron Technology Inc	$12.6M	0.60%	0.00%	-3.8%	Q2 2025
GLDSPDR Gold Trust	$12.4M	0.59%	0.01%	+1.5%	Q4 2015
GLWCorning Inc	$11.6M	0.55%	0.01%	+12.9%	Q2 2019
CORZCore Scientific, Inc./tx	$11.3M	0.54%	0.14%	+81.2%	Q1 2025
GOOGAlphabet Inc.	$11.1M	0.53%	Not reported	-0.6%	Q3 2016
XOMExxonMobil Holdings Corp	$10.9M	0.52%	0.00%	-5.5%	Q4 2015
AMDAdvanced Micro Devices Inc	$10.9M	0.52%	0.00%	-21.7%	Q2 2021
COSTCostco Wholesale Corp	$10.5M	0.50%	0.00%	-1.4%	Q4 2017
VVisa Inc.	$9.69M	0.46%	0.00%	-3.8%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.66M	0.46%	0.00%	+1.5%	Q2 2020
JNJJohnson & Johnson	$9.46M	0.45%	0.00%	+5.4%	Q4 2015
CVXChevron Corp	$9.17M	0.44%	0.00%	-19.4%	Q4 2015
EPDEnterprise Products Partners L.P.	$9.09M	0.43%	0.01%	-4.3%	Q1 2019
CSCOCisco Systems, Inc.	$8.53M	0.41%	0.00%	+1.7%	Q1 2017
LRCXLam Research Corp	$8.51M	0.41%	0.00%	+63.8%	Q3 2021
WMTWalmart Inc.	$8.15M	0.39%	0.00%	-8.9%	Q4 2015
GSGoldman Sachs Group Inc	$7.6M	0.36%	0.00%	+0.1%	Q1 2022
CASYCaseys General Stores Inc	$7.56M	0.36%	0.03%	+0.1%	Q4 2022
BRK.ABerkshire Hathaway Inc	$7.49M	0.36%	Not reported	Not reported	Q4 2015
PANWPalo Alto Networks Inc	$7.11M	0.34%	0.00%	-12.8%	Q4 2021
SASeabridge Gold Inc	$7.09M	0.34%	0.30%	+3.6%	Q1 2022
RTXRTX Corp	$7.07M	0.34%	0.00%	+3.1%	Q1 2020
BABoeing Co	$6.42M	0.31%	0.00%	+1.3%	Q4 2015
PWRQuanta Services, Inc.	$6.28M	0.30%	0.01%	-1.3%	Q2 2021
FINSAngel Oak Financial Strategies Income Term Trust	$6.2M	0.30%	Not reported	Not reported	Q1 2022
CATCaterpillar Inc	$6.09M	0.29%	0.00%	-2.1%	Q4 2015
AMGNAmgen Inc	$6M	0.29%	0.00%	+0.8%	Q4 2016
MRVLMarvell Technology, Inc.	$5.73M	0.27%	0.00%	+169.7%	Q3 2019
ETEnergy Transfer LP	$5.65M	0.27%	0.01%	-0.7%	Q4 2021
SLViShares Silver Trust	$5.62M	0.27%	0.02%	-0.1%	Q4 2015
EMREmerson Electric Co	$5.53M	0.26%	0.01%	+1.8%	Q4 2015
VZVerizon Communications Inc	$5.52M	0.26%	0.00%	-8.8%	Q4 2015
ADIAnalog Devices Inc	$5.41M	0.26%	0.00%	+0.9%	Q3 2019
ABBVAbbVie Inc.	$5.37M	0.26%	0.00%	-0.7%	Q2 2017
GNRCGenerac Holdings Inc.	$5.31M	0.25%	0.03%	+224.5%	Q1 2021

Q1 2026Reported Apr 15, 2026396 positions
NVDANvidia Corp	$48M	2.47%	0.00%	+5.7%	Q2 2018
AAPLApple Inc.	$43.5M	2.24%	0.00%	+5.9%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$30.5M	1.57%	Not reported	+1.0%	Q2 2018
GOOGLAlphabet Inc.	$30.3M	1.56%	0.00%	+6.2%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$29.4M	1.51%	Not reported	+1.6%	Q4 2015
MSFTMicrosoft Corp	$28.8M	1.48%	0.00%	-7.0%	Q4 2015
BRK.BBerkshire Hathaway Inc	$25.1M	1.30%	Not reported	-2.8%	Q4 2015
AMZNAmazon Com Inc	$20.4M	1.05%	0.00%	+2.0%	Q1 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.5M	1.00%	Not reported	-4.5%	Q4 2015
METAMeta Platforms, Inc.	$19M	0.98%	Not reported	+0.8%	Q4 2015
AVGOBroadcom Inc.	$18.2M	0.94%	0.00%	+0.6%	Q4 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$17M	0.88%	Not reported	+1.8%	Q3 2025
JPMJPMorgan Chase & Co	$15.9M	0.82%	0.00%	-15.0%	Q1 2017
XOMExxonMobil Holdings Corp	$14.4M	0.74%	0.00%	-14.4%	Q4 2015
GLDSPDR Gold Trust	$14.3M	0.74%	0.01%	-11.6%	Q4 2015
CVXChevron Corp	$14.2M	0.73%	0.00%	+60.0%	Q4 2015
COSTCostco Wholesale Corp	$11.4M	0.58%	0.00%	+2.6%	Q4 2017
WMTWalmart Inc.	$9.81M	0.51%	0.00%	+7.9%	Q4 2015
EPDEnterprise Products Partners L.P.	$9.78M	0.50%	0.01%	+1.0%	Q1 2019
BARGraniteShares Gold Trust	$9.63M	0.50%	0.59%	+31.2%	Q1 2022
GOOGAlphabet Inc.	$9.1M	0.47%	Not reported	+20.1%	Q3 2016
VVisa Inc.	$8.87M	0.46%	0.00%	-10.7%	Q2 2019
KLACKla Corp	$8.84M	0.46%	0.00%	+1.4%	Q2 2020
JNJJohnson & Johnson	$8.64M	0.45%	0.00%	-0.4%	Q4 2015
SASeabridge Gold Inc	$7.53M	0.39%	0.29%	-14.4%	Q1 2022
VZVerizon Communications Inc	$7.18M	0.37%	0.00%	+18.5%	Q4 2015
BRK.ABerkshire Hathaway Inc	$7.18M	0.37%	Not reported	Not reported	Q4 2015
SLViShares Silver Trust	$7.18M	0.37%	0.02%	-42.1%	Q4 2015
RTXRTX Corp	$6.97M	0.36%	0.00%	+2.8%	Q1 2020
CASYCaseys General Stores Inc	$6.92M	0.36%	0.03%	+3.0%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.73M	0.35%	0.00%	-21.1%	Q2 2020
LLYELI LILLY & Co	$6.45M	0.33%	0.00%	+95.2%	Q4 2019
GSGoldman Sachs Group Inc	$6.35M	0.33%	0.00%	-4.6%	Q1 2022
FINSAngel Oak Financial Strategies Income Term Trust	$6.18M	0.32%	Not reported	Not reported	Q1 2022
CEFSprott Physical Gold & Silver Trust	$6.11M	0.31%	0.07%	-0.8%	Q2 2019
CORCencora, Inc.	$5.99M	0.31%	0.01%	+2.0%	Q4 2022
BABoeing Co	$5.83M	0.30%	0.00%	-13.1%	Q4 2015
AMGNAmgen Inc	$5.78M	0.30%	0.00%	-1.6%	Q4 2016
ETEnergy Transfer LP	$5.75M	0.30%	0.01%	-1.0%	Q4 2021
BXMTBlackstone Mortgage Trust, Inc.	$5.62M	0.29%	0.17%	-3.2%	Q4 2022
IBMInternational Business Machines Corp	$5.61M	0.29%	0.00%	-1.2%	Q4 2015
CSCOCisco Systems, Inc.	$5.54M	0.29%	0.00%	-0.8%	Q1 2017
GLWCorning Inc	$5.45M	0.28%	0.00%	+26.0%	Q2 2019
IAUIshares Gold Trust	$5.31M	0.27%	0.01%	+11.1%	Q2 2017
PLTRPalantir Technologies Inc.	$5.15M	0.27%	0.00%	+7.5%	Q1 2022
PSXPhillips 66	$5.05M	0.26%	0.01%	-15.0%	Q4 2015
SIVRabrdn Silver ETF Trust	$5.01M	0.26%	0.10%	-17.8%	Q3 2025
EMREmerson Electric Co	$4.97M	0.26%	0.01%	0.0%	Q4 2015
LNGCheniere Energy, Inc.	$4.96M	0.26%	0.01%	Not reported	Q3 2022
HWKNHawkins Inc	$4.92M	0.25%	0.15%	+2.0%	Q1 2021

Q4 2025Reported Jan 26, 2026380 positions
NVDANvidia Corp	$48.6M	2.56%	0.00%	+11.4%	Q2 2018
AAPLApple Inc.	$44.1M	2.32%	0.00%	+6.8%	Q4 2015
MSFTMicrosoft Corp	$40.5M	2.13%	0.00%	+14.0%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$32.1M	1.69%	Not reported	+9.1%	Q2 2018
GOOGLAlphabet Inc.	$31M	1.63%	0.00%	+19.2%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$30.3M	1.60%	Not reported	+116.8%	Q4 2015
BRK.BBerkshire Hathaway Inc	$27.1M	1.43%	Not reported	-1.4%	Q4 2015
AMZNAmazon Com Inc	$22.2M	1.17%	0.00%	+18.2%	Q1 2016
METAMeta Platforms, Inc.	$21.7M	1.14%	Not reported	+33.1%	Q4 2015
JPMJPMorgan Chase & Co	$20.5M	1.08%	0.00%	+12.5%	Q1 2017
AVGOBroadcom Inc.	$20.2M	1.06%	0.00%	+11.9%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.8M	1.04%	Not reported	-3.2%	Q4 2015
DIASPDR Dow Jones Industrial Average ETF Trust	$17.3M	0.91%	Not reported	+6525.4%	Q3 2025
GLDSPDR Gold Trust	$14.9M	0.78%	0.01%	+7.0%	Q4 2015
XOMExxonMobil Holdings Corp	$11.9M	0.63%	0.00%	+23.3%	Q4 2015
SLViShares Silver Trust	$11.7M	0.62%	0.03%	-3.7%	Q4 2015
VVisa Inc.	$11.5M	0.61%	0.00%	+6.6%	Q2 2019
COSTCostco Wholesale Corp	$9.58M	0.50%	0.00%	-13.8%	Q4 2017
SASeabridge Gold Inc	$9.19M	0.48%	0.34%	-5.1%	Q1 2022
GOOGAlphabet Inc.	$8.29M	0.44%	Not reported	+140.4%	Q3 2016
EPDEnterprise Products Partners L.P.	$8.2M	0.43%	0.01%	+1.7%	Q1 2019
WMTWalmart Inc.	$8.15M	0.43%	0.00%	+10.9%	Q4 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.68M	0.40%	0.00%	+2.1%	Q2 2020
BRK.ABerkshire Hathaway Inc	$7.55M	0.40%	Not reported	-9.1%	Q4 2015
JNJJohnson & Johnson	$7.35M	0.39%	0.00%	+11.3%	Q4 2015
BABAAlibaba Group Holding Ltd	$7.35M	0.39%	0.00%	+61.9%	Q3 2019
BABoeing Co	$7.32M	0.39%	0.00%	+270.8%	Q4 2015
KLACKla Corp	$7.19M	0.38%	0.00%	-4.4%	Q2 2020
IBMInternational Business Machines Corp	$6.94M	0.37%	0.00%	+11.4%	Q4 2015
GSGoldman Sachs Group Inc	$6.92M	0.36%	0.00%	+796.2%	Q1 2022
AMDAdvanced Micro Devices Inc	$6.8M	0.36%	0.00%	+19.4%	Q2 2021
BARGraniteShares Gold Trust	$6.76M	0.36%	0.45%	+3.6%	Q1 2022
CVXChevron Corp	$6.54M	0.34%	0.00%	+35.0%	Q4 2015
RTXRTX Corp	$6.45M	0.34%	0.00%	+47.1%	Q1 2020
FINSAngel Oak Financial Strategies Income Term Trust	$6.4M	0.34%	Not reported	-5.1%	Q1 2022
CORCencora, Inc.	$6.31M	0.33%	0.01%	+16.6%	Q4 2022
ORCLOracle Corp	$6M	0.32%	0.00%	+5.8%	Q1 2022
CEFSprott Physical Gold & Silver Trust	$5.91M	0.31%	0.07%	+2.4%	Q2 2019
PLTRPalantir Technologies Inc.	$5.83M	0.31%	0.00%	+4.1%	Q1 2022
BXMTBlackstone Mortgage Trust, Inc.	$5.8M	0.31%	0.18%	-2.2%	Q4 2022
SIVRabrdn Silver ETF Trust	$5.76M	0.30%	0.11%	+35.0%	Q3 2025
CSCOCisco Systems, Inc.	$5.54M	0.29%	0.00%	+2.4%	Q1 2017
AMGNAmgen Inc	$5.47M	0.29%	0.00%	+0.6%	Q4 2016
ADPAutomatic Data Processing Inc	$5.42M	0.29%	0.01%	+0.3%	Q4 2015
PANWPalo Alto Networks Inc	$5.36M	0.28%	0.00%	+71.4%	Q4 2021
CASYCaseys General Stores Inc	$5.1M	0.27%	0.02%	+8.6%	Q4 2022
LPLALPL Financial Holdings Inc.	$5.06M	0.27%	0.02%	New	Q4 2025
EMREmerson Electric Co	$5.03M	0.27%	0.01%	+18.9%	Q4 2015
ETEnergy Transfer LP	$4.96M	0.26%	0.01%	+2.0%	Q4 2021
VZVerizon Communications Inc	$4.92M	0.26%	0.00%	+9.9%	Q4 2015

Q3 2025Reported Oct 28, 2025368 positions
NVDANvidia Corp	$43.6M	2.72%	0.00%	-0.3%	Q2 2018
AAPLApple Inc.	$38.7M	2.41%	0.00%	-1.2%	Q4 2015
MSFTMicrosoft Corp	$38.1M	2.37%	0.00%	+1.7%	Q4 2015
QQQInvesco QQQ Trust, Series 1	$28.8M	1.79%	Not reported	-0.1%	Q2 2018
BRK.BBerkshire Hathaway Inc	$27.5M	1.71%	Not reported	-28.4%	Q4 2015
GOOGLAlphabet Inc.	$20.2M	1.26%	0.00%	+9.7%	Q1 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$20.1M	1.25%	Not reported	-1.2%	Q4 2015
METAMeta Platforms, Inc.	$18.1M	1.13%	Not reported	+2.6%	Q4 2015
AMZNAmazon Com Inc	$17.9M	1.11%	0.00%	+9.0%	Q1 2016
JPMJPMorgan Chase & Co	$17.9M	1.11%	0.00%	+4.1%	Q1 2017
AVGOBroadcom Inc.	$17.2M	1.07%	0.00%	-1.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$13.7M	0.85%	Not reported	+4.5%	Q4 2015
GLDSPDR Gold Trust	$12.5M	0.78%	0.01%	+2.4%	Q4 2015
COSTCostco Wholesale Corp	$11.9M	0.74%	0.00%	-12.4%	Q4 2017
VVisa Inc.	$10.5M	0.66%	0.00%	-0.3%	Q2 2019
XOMExxonMobil Holdings Corp	$9.03M	0.56%	0.00%	+0.7%	Q4 2015
BRK.ABerkshire Hathaway Inc	$8.3M	0.52%	Not reported	Not reported	Q4 2015
ORCLOracle Corp	$8.19M	0.51%	0.00%	-6.1%	Q1 2022
SLViShares Silver Trust	$8M	0.50%	0.04%	-1.2%	Q4 2015
SASeabridge Gold Inc	$7.91M	0.49%	0.36%	+10.3%	Q1 2022
EPDEnterprise Products Partners L.P.	$7.87M	0.49%	0.01%	-0.7%	Q1 2019
TSLATesla, Inc.	$7.37M	0.46%	0.00%	+20.0%	Q2 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.91M	0.43%	0.00%	+4.9%	Q2 2020
WMTWalmart Inc.	$6.8M	0.42%	0.00%	0.0%	Q4 2015
FINSAngel Oak Financial Strategies Income Term Trust	$6.69M	0.42%	Not reported	-1.5%	Q1 2022
KLACKla Corp	$6.68M	0.42%	0.00%	+0.8%	Q2 2020
MSTRStrategy Inc	$6.37M	0.40%	Not reported	+1.1%	Q1 2024
ADPAutomatic Data Processing Inc	$6.17M	0.38%	0.01%	+1.0%	Q4 2015
NFLXNetflix Inc	$6.15M	0.38%	0.00%	+2.6%	Q1 2018
IBMInternational Business Machines Corp	$5.94M	0.37%	0.00%	+0.9%	Q4 2015
JNJJohnson & Johnson	$5.92M	0.37%	0.00%	-0.2%	Q4 2015
HWKNHawkins Inc	$5.87M	0.37%	0.15%	+2.3%	Q1 2021
BARGraniteShares Gold Trust	$5.84M	0.36%	0.45%	-32.5%	Q1 2022
PLTRPalantir Technologies Inc.	$5.75M	0.36%	0.00%	-8.2%	Q1 2022
BMNRBitmine Immersion Technologies, Inc.	$5.74M	0.36%	0.05%	New	Q3 2025
BXMTBlackstone Mortgage Trust, Inc.	$5.7M	0.36%	0.18%	-3.1%	Q4 2022
BABAAlibaba Group Holding Ltd	$5.53M	0.34%	0.00%	-26.7%	Q3 2019
ETEnergy Transfer LP	$5.06M	0.32%	0.01%	-1.4%	Q4 2021
CORCencora, Inc.	$5.01M	0.31%	0.01%	+14.5%	Q4 2022
CVXChevron Corp	$4.93M	0.31%	0.00%	-0.5%	Q4 2015
VZVerizon Communications Inc	$4.83M	0.30%	0.00%	+7.6%	Q4 2015
CSCOCisco Systems, Inc.	$4.81M	0.30%	0.00%	+1.4%	Q1 2017
CASYCaseys General Stores Inc	$4.8M	0.30%	0.02%	+2.0%	Q4 2022
AMGNAmgen Inc	$4.69M	0.29%	0.00%	-1.1%	Q4 2016
CEFSprott Physical Gold & Silver Trust	$4.62M	0.29%	0.06%	-1.6%	Q2 2019
PGPROCTER & GAMBLE Co	$4.52M	0.28%	0.00%	-0.2%	Q4 2015
PSXPhillips 66	$4.46M	0.28%	0.01%	-3.9%	Q4 2015
AMDAdvanced Micro Devices Inc	$4.3M	0.27%	0.00%	+22.4%	Q2 2021
EMREmerson Electric Co	$4.19M	0.26%	0.01%	+0.9%	Q4 2015
RTXRTX Corp	$4M	0.25%	0.00%	+1.7%	Q1 2020

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