NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1109767
CEDAR RAPIDS, IA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$722,034
+$73,711 QoQ
Shares Held
347
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#338
of 624 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $3,616,363 across 8 Banks - Regional names. FCNCA ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,768 | $1,420,196 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
This page
|
347 | $722,034 | |
| 3 | USB |
US Bancorp De
|
5,000 | $302,000 | |
| 4 | FITB |
Fifth Third Bancorp
|
4,643 | $261,725 | |
| 5 | MPB |
Mid Penn Bancorp Inc
|
7,248 | $252,520 | |
| 6 | FNB |
Fnb Corp/Pa/
|
13,127 | $250,463 | |
| 7 | CIVB |
Civista Bancshares, Inc.
|
7,292 | $205,780 | |
| 8 | RF |
Regions Financial Corp
|
6,677 | $201,645 |
All Filings in FCNCA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,034 | 347 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||