NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in AMP — Ameriprise Financial Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in AMP
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,655,734
-$210,303 QoQ
Shares Held
5,976
+2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $51,820,091 across 64 Asset Management names. AMP ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,176,673 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
128,030 | $6,109,591 | |
| 3 | BX |
Blackstone Inc.
|
33,775 | $3,883,787 | |
| 4 | BLK |
BlackRock, Inc.
|
3,188 | $3,065,931 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
5,976 | $2,655,734 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
232,010 | $2,118,251 | |
| 7 | SII |
Sprott Inc.
|
13,000 | $1,857,700 | |
| 8 | PEO |
Adams Natural Resources Fund, Inc.
|
51,280 | $1,425,584 |
All Filings in AMP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||