NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1109767
CEDAR RAPIDS, IA
Position in FCNCA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$648,323
-$81,378 QoQ
Shares Held
344
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,762,652 across 6 Banks - Regional names. FCNCA ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,307 | $1,104,333 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
344 | $648,323 | |
| 3 | FITB |
Fifth Third Bancorp
|
6,232 | $289,538 | |
| 4 | USB |
US Bancorp De
|
5,166 | $268,683 | |
| 5 | MPB |
Mid Penn Bancorp Inc
|
7,248 | $233,095 | |
| 6 | FNB |
Fnb Corp/Pa/
|
13,079 | $218,680 |
All Filings in FCNCA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $648,323 | 344 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $729,701 | 340 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $608,314 | 340 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $665,199 | 340 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $602,589 | 325 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $678,279 | 321 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $578,058 | 314 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $505,083 | 300 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $503,580 | 308 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $339,133 | 239 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||