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Manager record

Nations Financial Group Inc, /Ia/ /Adv

Cedar Rapids, IA · CIK 1109767 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.09BReported 13F valueQ2 2026 · as filed
789Holdings listed
+7.8%vs prior quartervalue change includes market moves
5Quarters on record
Jul 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.5B$1.5BQ2 2025678 holdingsQ3 2025: $1.6B$1.6BQ3 2025711 holdingsQ4 2025: $1.9B$1.9BQ4 2025746 holdingsQ1 2026: $1.9B$1.9BQ1 2026773 holdingsQ2 2026: $2.1B$2.1BQ2 2026789 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 23 2026 13F-HR · period Q2 2026

$2.09B · 789 holdings listed · View original SEC filing ↗
Apr 15 2026 13F-HR · period Q1 2026

$1.94B · 773 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$1.90B · 746 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$1.61B · 711 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$1.45B · 678 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 23, 2026 · Change methodology