NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in MSFT — Microsoft Corp
CIK 1109767
CEDAR RAPIDS, IA
Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$29,094,067
+$268,189 QoQ
Shares Held
77,996
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#1,407
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $58,227,399 across 11 Software - Infrastructure names. MSFT ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
77,996 | $29,094,067 | |
| 2 | CORZ |
Core Scientific, Inc./tx
|
441,939 | $11,309,219 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,852 | $7,110,949 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
33,491 | $3,907,394 | |
| 5 | ORCL |
Oracle Corp
|
16,572 | $2,428,626 | |
| 6 | TWLO |
Twilio Inc
|
8,348 | $1,722,442 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
16,176 | $771,534 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,609 | $657,859 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,094,067 | 77,996 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $28,825,878 | 77,872 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $40,500,273 | 83,744 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $38,064,145 | 73,490 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $35,939,862 | 72,254 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,426,705 | 70,398 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,960,861 | 73,454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $36,910,273 | 85,778 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $35,174,518 | 78,699 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $32,885,578 | 78,165 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $31,214,328 | 83,008 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $26,664,456 | 84,448 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,361,018 | 86,219 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,873,659 | 86,277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,782,991 | 82,491 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,782,643 | 50,591 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,283,343 | 55,614 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,950,568 | 48,492 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,747,485 | 55,743 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,602,832 | 58,892 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,553,723 | 57,415 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,607,056 | 44,989 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,658,142 | 25,439 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,176,010 | 24,609 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,450,560 | 21,869 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,012,773 | 25,444 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||