NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in HSBC — Hsbc Holdings PLC

CIK 1109767 CEDAR RAPIDS, IA

Position in HSBC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,417,316

+$233,585 QoQ

Shares Held

14,905

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#212

of 704 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $25,978,772 across 7 Banks - Diversified names. HSBC ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	54,774	$17,929,173
2	MUFG	Mitsubishi Ufj Financial Group Inc	114,162	$2,270,682
3	BAC	Bank Of America Corp /De/	26,751	$1,524,271
4	HSBC	Hsbc Holdings PLC This page	14,905	$1,417,316
5	WFC	Wells Fargo & Company/Mn	16,380	$1,353,643
6	BNY	Bank of New York Mellon Corp	7,880	$1,139,526
7	C	Citigroup Inc	2,459	$344,161

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,417,316	14,905	+3.9%	Shares	Sole	2026-07-23
2026-03-31	$1,183,731	14,350	+14.4%	Shares	Sole	2026-04-15
2025-12-31	$986,836	12,544	+0.7%	Shares	Sole	2026-01-26
2025-09-30	$884,481	12,461	+10.0%	Shares	Sole	2025-10-28
2025-06-30	$688,385	11,324	+2.6%	Shares	Sole	2025-08-11
2025-03-31	$633,740	11,035	+6.4%	Shares	Sole	2025-05-13
2024-12-31	$512,999	10,372	+1.5%	Shares	Sole	2025-01-30
2024-09-30	$461,706	10,217	+5.5%	Shares	Sole	2024-11-04
2024-06-30	$421,167	9,682	+1.3%	Shares	Sole	2024-07-29
2024-03-31	$376,360	9,562	+25.6%	Shares	Sole	2024-04-23
2023-12-31	$308,549	7,611	-0.4%	Shares	Sole	2024-02-09
2023-09-30	$301,671	7,645	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.