NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in AMP — Ameriprise Financial Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in AMP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,815,868
+$160,134 QoQ
Shares Held
6,138
+2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#415
of 1,374 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. AMP ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 3 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
6,138 | $2,815,868 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
26,728 | $1,339,072 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
54,091 | $1,282,497 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,815,868 | 6,138 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,655,734 | 5,976 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,866,037 | 5,845 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,830,582 | 5,762 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,023,046 | 5,664 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,756,522 | 5,694 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,984,802 | 5,606 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,540,262 | 5,407 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,232,922 | 5,227 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,318,032 | 5,287 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,783,681 | 4,696 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,490,153 | 4,520 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,465,157 | 4,411 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,158,066 | 7,041 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,185,194 | 7,018 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,742,234 | 6,915 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,604,577 | 6,751 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,965,555 | 6,544 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $1,579,701 | 5,981 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,416,376 | 5,691 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,299,395 | 5,590 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,011,487 | 5,205 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||