NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in BAC — Bank Of America Corp /De/
CIK 1109767
CEDAR RAPIDS, IA
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,524,271
+$195,054 QoQ
Shares Held
26,751
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,624
of 3,589 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $25,978,772 across 7 Banks - Diversified names. BAC ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,774 | $17,929,173 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
114,162 | $2,270,682 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
26,751 | $1,524,271 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
14,905 | $1,417,316 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
16,380 | $1,353,643 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,880 | $1,139,526 | |
| 7 | C |
Citigroup Inc
|
2,459 | $344,161 |
All Filings in BAC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,271 | 26,751 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,329,217 | 27,266 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,451,560 | 26,392 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,343,403 | 26,040 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,214,515 | 25,666 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,058,105 | 25,356 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,289,932 | 29,350 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,284,084 | 32,361 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,136,984 | 28,589 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $835,870 | 22,043 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $720,504 | 21,399 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $676,203 | 24,697 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $722,844 | 25,195 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $681,423 | 23,826 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $786,831 | 23,757 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $530,885 | 17,579 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $565,351 | 18,161 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $736,972 | 17,879 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $709,393 | 15,945 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $694,184 | 16,353 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $469,609 | 11,390 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $243,630 | 6,297 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||