NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in BNY — Bank of New York Mellon Corp

CIK 1109767 CEDAR RAPIDS, IA

Position in BNY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,139,526

+$190,961 QoQ

Shares Held

7,880

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#879

of 1,867 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $25,978,772 across 7 Banks - Diversified names. BNY ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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/	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 This page	7,880	$1,139,526
7	C	Citigroup Inc	2,459	$344,161

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,139,526	7,880	-1.5%	Shares	Sole	2026-07-23
2026-03-31	$948,565	7,996	+2.4%	Shares	Sole	2026-04-15
2025-12-31	$906,895	7,812	-6.0%	Shares	Sole	2026-01-26
2025-09-30	$905,893	8,314	+0.4%	Shares	Sole	2025-10-28
2025-06-30	$754,208	8,278	+0.8%	Shares	Sole	2025-08-11
2025-03-31	$688,908	8,214	-17.2%	Shares	Sole	2025-05-13
2024-12-31	$762,230	9,921	-2.5%	Shares	Sole	2025-01-30
2024-09-30	$731,175	10,175	+17.6%	Shares	Sole	2024-11-04
2024-06-30	$518,108	8,651	+9.1%	Shares	Sole	2024-07-29
2024-03-31	$456,868	7,929	+1.4%	Shares	Sole	2024-04-23
2023-12-31	$406,822	7,816	-0.8%	Shares	Sole	2024-02-09
2023-09-30	$335,911	7,876	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$355,269	7,980	+9.3%	Shares	Sole	2023-08-14
2023-03-31	$331,802	7,302	+29.5%	Shares	Sole	2023-05-15
2022-12-31	$256,596	5,637	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.