NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in FIX — Comfort Systems USA Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in FIX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,505,184
+$148,491 QoQ
Shares Held
1,264
-26.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#567
of 1,341 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $10,610,622 across 3 Engineering & Construction names. FIX ranks #2 (23.6% of the industry book) .
All Filings in FIX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,505,184 | 1,264 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,356,693 | 1,709 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,634,190 | 1,751 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,639,632 | 1,987 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $779,649 | 1,454 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $460,287 | 1,428 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $575,873 | 1,358 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $523,849 | 1,342 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $1,238,028 | 7,265 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||