NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in BX — Blackstone Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,223,999
+$340,212 QoQ
Shares Held
35,897
+6.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#562
of 2,112 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX 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. BX ranks #3 (8.8% 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.
This page
|
35,897 | $4,223,999 | |
| 4 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 5 | AMP |
Ameriprise Financial Inc
|
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 BX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,223,999 | 35,897 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,883,787 | 33,775 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,820,111 | 31,271 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,283,224 | 19,217 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,139,534 | 20,989 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,784,697 | 19,922 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,341,118 | 13,578 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,348,401 | 15,336 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,931,280 | 15,600 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,047,401 | 15,585 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,028,212 | 15,492 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,775,416 | 16,571 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $968,747 | 10,420 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $938,482 | 10,684 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,014,474 | 13,674 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $660,560 | 7,892 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $627,206 | 6,875 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $472,724 | 3,724 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $447,301 | 3,457 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $358,094 | 3,078 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $339,990 | 3,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $276,208 | 3,706 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||