NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in LPLA — LPL Financial Holdings Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in LPLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$555,472
-$621,374 QoQ
Shares Held
1,972
-49.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#71
of 183 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA 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. LPLA ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
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.
This page
|
1,972 | $555,472 | |
| 6 | IREN |
IREN Ltd
|
4,690 | $214,473 | |
| 7 | MRX |
Marex Group Ltd
|
3,393 | $206,803 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,472 | 1,972 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,176,846 | 3,912 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,057,884 | 14,161 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||