NATIONS FINANCIAL GROUP INC, /IA/ /ADV
All 13F Filings
- Location
- Cedar Rapids, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,093,223
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 789 | 2,093,223 | 13F-HR | NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| Q1 2026 | 4/15/2026 | 773 | 1,941,456 | 13F-HR | NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| Q4 2025 | 1/26/2026 | 746 | 1,899,687 | 13F-HR | NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| Q3 2025 | 10/28/2025 | 711 | 1,605,421 | 13F-HR | NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
| Q2 2025 | 8/11/2025 | 678 | 1,454,671 | 13F-HR | NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 958.8 K | 45.8% | 103 K | 0 | 103 K |
| ETFs | 1.134 M | 54.2% | 48.76 K | 0 | 48.76 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
2,093,223
Holdings
789
QoQ value change ($000)
151,767
(7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.