NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in CORZ — Core Scientific, Inc./tx
CIK 1109767
CEDAR RAPIDS, IA
Position in CORZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,309,219
+$7,659,892 QoQ
Shares Held
441,939
+81.2% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#92
of 409 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CORZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $58,227,399 across 11 Software - Infrastructure names. CORZ ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
77,996 | $29,094,067 | |
| 2 | CORZ |
Core Scientific, Inc./tx
This page
|
441,939 | $11,309,219 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,852 | $7,110,949 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
33,491 | $3,907,394 | |
| 5 | ORCL |
Oracle Corp
|
16,572 | $2,428,626 | |
| 6 | TWLO |
Twilio Inc
|
8,348 | $1,722,442 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
16,176 | $771,534 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,609 | $657,859 |
All Filings in CORZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,309,219 | 441,939 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,649,327 | 243,939 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,979,849 | 204,660 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 CORZW | — | 18,804 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $355,602 | 20,832 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 CORZW | — | 10,265 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $126,316 | 17,447 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||