Institutional Fund
Nations Financial Group Inc, /Ia/ /Adv
Cedar Rapids, IACIK 11097675 filings on record
Portfolio Value
$1.94B
Q1 2026
Holdings
773
Reported positions
New Buys
56
Opened this quarter
QoQ Change
+2.2%
from $1.90B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr2.5%
- Nvidia Corporation2.5%
- Apple Inc2.2%
- Ishares Tr1.6%
- Invesco Qqq Tr1.6%
- Alphabet Inc1.6%
- Other88.1%
Portfolio Holdings
773 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 73.9K | $48.30M | 2.5% | +984 | Added |
| 2 | Nvidia Corporation | 275.3K | $48.02M | 2.5% | +14.9K | Added |
| 3 | Apple Inc | 171.5K | $43.53M | 2.2% | +9.5K | Added |
| 4 | Ishares Tr | 458.2K | $30.94M | 1.6% | −6.9K | Reduced |
| 5 | Invesco Qqq Tr | 52.8K | $30.48M | 1.6% | +512 | Added |
| 6 | Alphabet Inc | 105.3K | $30.27M | 1.6% | +6.1K | Added |
| 7 | Spdr S&P 500 ETF Tr | 45.2K | $29.40M | 1.5% | +726 | Added |
| 8 | Microsoft Corp | 77.9K | $28.83M | 1.5% | −5.9K | Reduced |
| 9 | Ishares Tr | 71.2K | $26.38M | 1.4% | +3.9K | Added |
| 10 | Vanguard Index Fds | 60.3K | $26.36M | 1.4% | −3.0K | Reduced |
763 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio