Funds › Nations Financial Group Inc
Nations Financial Group Inc
13F for Q3 2026, filed Nov 5, 2026. 781 positions worth $2.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 5, 2026
Reported value
$2.0B
−$81.2M (3.9%) vs Q2 2026
Positions
781
789 in Q2 2026
Top 10 share
20.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 183,594 | $61.1M | 3.0% | +3.3% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 74,850 | $57.3M | 2.8% | -0.1% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 222,564 | $50.8M | 2.5% | -13.5% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 81,699 | $41.9M | 2.1% | +4.7% | 13F ↗ |
| 5 | Fidelity Covington Trust Blue Chip Grwth | 598,681 | $37.8M | 1.9% | +8.1% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 98,082 | $33.7M | 1.7% | -3.6% | 13F ↗ |
| 7 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 43,962 | $33.5M | 1.7% | -4.4% | 13F ↗ |
| 8 | Vanguard Index Fds Mrngstr Grwt Etf | 355,653 | $32.0M | 1.6% | -2.3% | 13F ↗ |
| 9 | Select Sector Spdr Tr St Str Techn Etf | 150,088 | $29.4M | 1.5% | -1.8% | 13F ↗ |
| 10 | Invesco Qqq Tr | 37,758 | $27.9M | 1.4% | -26.9% | 13F ↗ |
| 11 | BRK-B Berkshire Hathaway Inc. Class B | 48,170 | $24.0M | 1.2% | -5.9% | 13F ↗ |
| 12 | iShares Tr Core S&P Mcp Etf | 326,356 | $23.5M | 1.2% | +0.3% | 13F ↗ |
| 13 | AMZN Amazon.com, Inc. | 92,007 | $22.9M | 1.1% | -7.5% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 31,524 | $22.9M | 1.1% | -5.6% | 13F ↗ |
| 15 | AVGO Broadcom Inc. | 58,854 | $20.7M | 1.0% | +0.3% | 13F ↗ |
| 16 | Vanguard Whitehall Fds High Div Yld | 127,255 | $19.8M | 1.0% | -3.7% | 13F ↗ |
| 17 | DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 36,781 | $18.7M | 0.9% | -1.7% | 13F ↗ |
| 18 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 305,370 | $18.1M | 0.9% | -0.1% | 13F ↗ |
| 19 | JPM JPMorgan Chase & Co. | 52,202 | $17.3M | 0.9% | -4.7% | 13F ↗ |
| 20 | Vanguard Index Fds Mrngstr Mid Cap | 204,560 | $16.0M | 0.8% | +1.3% | 13F ↗ |
| 21 | Capital Group Dividend Value Units | 312,657 | $15.3M | 0.8% | -0.4% | 13F ↗ |
| 22 | American Centy ETF Tr Us Large Cap Vlu | 166,637 | $15.1M | 0.7% | +28.5% | 13F ↗ |
| 23 | iShares Tr Mrgstr Md Cp Grw | 156,561 | $14.7M | 0.7% | +7.4% | 13F ↗ |
| 24 | Vanguard Index Fds S&P 500 Etf Shs | 20,405 | $14.3M | 0.7% | +2.6% | 13F ↗ |
| 25 | J P Morgan Exchange Traded F Core Plus Bd Etf | 312,958 | $14.0M | 0.7% | +3.1% | 13F ↗ |
| 26 | Schwab Strategic Tr Us Lrg Cap Etf | 456,216 | $13.7M | 0.7% | -7.0% | 13F ↗ |
| 27 | GLD SPDR Gold Shares · Gold Shs | 34,918 | $13.3M | 0.7% | +3.6% | 13F ↗ |
| 28 | LLY Eli Lilly and Company | 11,433 | $13.2M | 0.7% | +1.4% | 13F ↗ |
| 29 | XOM ExxonMobil Holdings Corporation | 80,866 | $13.2M | 0.7% | +1.2% | 13F ↗ |
| 30 | MU Micron Technology, Inc. | 11,695 | $12.5M | 0.6% | +6.8% | 13F ↗ |
| 31 | Fidelity Merrimack Str Tr Total Bd Etf | 285,400 | $12.4M | 0.6% | +42.8% | 13F ↗ |
| 32 | Vanguard Index Fds Mrngstr Val Etf | 56,226 | $12.1M | 0.6% | +1.8% | 13F ↗ |
| 33 | JNJ Johnson & Johnson | 44,888 | $11.9M | 0.6% | +20.5% | 13F ↗ |
| 34 | CVX Chevron Corporation | 57,841 | $11.8M | 0.6% | +4.6% | 13F ↗ |
| 35 | iShares Tr Core Msci Eafe | 112,149 | $10.9M | 0.5% | +1.6% | 13F ↗ |
| 36 | COST Costco Wholesale Corporation | 11,553 | $10.5M | 0.5% | +2.8% | 13F ↗ |
| 37 | GOOG Alphabet Inc. Class C | 30,662 | $10.4M | 0.5% | -2.7% | 13F ↗ |
| 38 | Vanguard Tax-Managed Fds | 146,079 | $10.3M | 0.5% | +4.1% | 13F ↗ |
| 39 | iShares Tr Core S&P Scp Etf | 75,529 | $10.3M | 0.5% | -4.9% | 13F ↗ |
| 40 | V Visa Inc. | 27,892 | $10.0M | 0.5% | -1.2% | 13F ↗ |
| 41 | AMD Advanced Micro Devices, Inc. | 16,005 | $9.8M | 0.5% | -14.6% | 13F ↗ |
| 42 | T Rowe Price Exchange-Traded Cap Appreciation | 231,525 | $9.8M | 0.5% | -12.7% | 13F ↗ |
| 43 | Bny Mellon ETF Trust II Dynamic Value | 282,361 | $9.5M | 0.5% | +15.3% | 13F ↗ |
| 44 | BAR GraniteShares Gold Trust · Shs Ben Int | 228,561 | $9.4M | 0.5% | +80.7% | 13F ↗ |
| 45 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 44,113 | $9.2M | 0.5% | +2.8% | 13F ↗ |
| 46 | PANW Palo Alto Networks, Inc. | 22,949 | $9.1M | 0.5% | +10.1% | 13F ↗ |
| 47 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 19,863 | $9.1M | 0.5% | -1.8% | 13F ↗ |
| 48 | EPD Enterprise Products Partners L.P. | 249,684 | $8.9M | 0.4% | +1.0% | 13F ↗ |
| 49 | Spdr Series Trust St Str P500ETF | 97,785 | $8.8M | 0.4% | Unchanged | 13F ↗ |
| 50 | iShares Tr Core S&P Ttl Stk | 52,738 | $8.8M | 0.4% | +2.7% | 13F ↗ |
Showing the top 50 of 781 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
46 new, 384 added to, 289 trimmed, 54 exited, 62 unchanged. By estimated dollars.
New positions (46)
| OKE ONEOK, Inc. | 30,638 | New | $2.6M |
| CGNX Cognex Corporation | 38,755 | New | $2.4M |
| BMNR BitMine Immersion Technologies, Inc. | 69,475 | New | $1.8M |
| CLX Clorox Company | 15,348 | New | $1.2M |
| Innovator Etfs Trust Us Eqty Pwr Buf | 24,639 | New | $1.2M |
| WSE Wise Group plc | 99,236 | New | $1.1M |
| RMD ResMed Inc. | 5,108 | New | $1.1M |
| UTI Universal Technical Institute Inc | 60,000 | New | $1.1M |
| ALAB Astera Labs, Inc. | 3,069 | New | $1.1M |
| MELI MercadoLibre, Inc. | 629 | New | $1.1M |
Added to (384)
| BAR GraniteShares Gold Trust · Shs Ben Int | 228,561 | +80.7% | $4.2M |
| Fidelity Merrimack Str Tr Total Bd Etf | 285,400 | +42.8% | $3.7M |
| American Centy ETF Tr Us Large Cap Vlu | 166,637 | +28.5% | $3.3M |
| Fidelity Covington Trust Blue Chip Grwth | 598,681 | +8.1% | $2.8M |
| VLO Valero Energy Corporation | 13,544 | +81.7% | $2.4M |
| Harbor ETF Trust Comm All Wea Etf | 81,185 | +369% | $2.3M |
| JNJ Johnson & Johnson | 44,888 | +20.5% | $2.0M |
| AAPL Apple Inc. | 183,594 | +3.3% | $2.0M |
| American Centy ETF Tr Us Sml Cp Valu | 26,098 | +172% | $1.9M |
| MSFT Microsoft Corporation | 81,699 | +4.7% | $1.9M |
Trimmed (289)
| iShares Tr Etf | 1,258 | -98.2% | -$29.1M |
| Invesco Qqq Tr | 37,758 | -26.9% | -$10.3M |
| iShares Tr S&P Mc 400VL Etf | 15,315 | -80.9% | -$8.9M |
| NVDA NVIDIA Corporation | 222,564 | -13.5% | -$7.9M |
| Pacer Fds Tr Us Sm Cap Ca Etf | 11,366 | -91.0% | -$6.1M |
| iShares Tr 3 7 Yr Treas Bd | 39,757 | -55.1% | -$5.5M |
| Invesco Exch Traded Fd Tr II S&P 500 Momntm | 30,298 | -53.6% | -$5.3M |
| Vanguard Specialized Funds Div App Etf | 16,000 | -58.5% | -$5.3M |
| Rbb Fd Inc Etf | 80,930 | -53.7% | -$4.7M |
| SIVR abrdn Physical Silver Shares ETF · Physcl Silvr Shs | 3,699 | -95.5% | -$4.5M |
Exited (54)
| Rbb Fund Trust Tweedy Browne | 331,322 | Exited | -$4.9M |
| Schwab Strategic Tr Emrg Mkteq Etf | 134,104 | Exited | -$4.9M |
| HWKN Hawkins, Inc. | 32,269 | Exited | -$4.6M |
| Vanguard Scottsdale Fds Vng RUS3000IDX | 11,094 | Exited | -$3.7M |
| Oneok Inc | 33,845 | Exited | -$2.9M |
| Vanguard World Fd Mrngstr Cap Etf | 8,565 | Exited | -$2.3M |
| Vaneck ETF Trust Rare Ear Str Etf | 26,195 | Exited | -$2.3M |
| HAL Halliburton Company | 54,761 | Exited | -$1.9M |
| EVR Evercore Inc. | 5,173 | Exited | -$1.8M |
| ESLT Elbit Systems Ltd. | 2,031 | Exited | -$1.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | 13F-HR | 781 | $2.0B | Current | SEC ↗ |
| Q2 2026 | Jul 23, 2026 | 13F-HR | 789 | $2.1B | Current | SEC ↗ |
| Q1 2026 | Apr 15, 2026 | 13F-HR | 773 | $1.9B | Current | SEC ↗ |
| Q4 2025 | Jan 26, 2026 | 13F-HR | 746 | $1.9B | Current | SEC ↗ |
| Q3 2025 | Oct 28, 2025 | 13F-HR | 711 | $1.6B | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 678 | $1.5B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 655 | $1.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer