NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in GS — Goldman Sachs Group Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,603,479
+$1,251,787 QoQ
Shares Held
7,518
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#170
of 1,117 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $14,240,726 across 7 Capital Markets names. GS ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
7,518 | $7,603,479 | |
| 2 | MS |
Morgan Stanley
|
11,299 | $2,361,942 | |
| 3 | EVR |
Evercore Inc.
|
5,173 | $1,766,269 | |
| 4 | GOLD |
Gold.com, Inc.
|
36,825 | $1,532,288 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,972 | $555,472 | |
| 6 | IREN |
IREN Ltd
|
4,690 | $214,473 | |
| 7 | MRX |
Marex Group Ltd
|
3,393 | $206,803 |
All Filings in GS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,603,479 | 7,518 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,351,692 | 7,508 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,916,851 | 7,869 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $699,195 | 878 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $612,911 | 866 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $473,633 | 867 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $501,615 | 876 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $435,201 | 879 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $372,711 | 824 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $357,124 | 855 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $325,975 | 845 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $273,416 | 845 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $1,236,884 | 3,747 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||