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Equibles

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in PEO — Adams Natural Resources Fund, Inc.

CIK 1109767 CEDAR RAPIDS, IA
Back to PEO Full portfolio

Position in PEO

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$1,249,892
-$175,692 QoQ
Shares Held
50,562
-1.4% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#29
of 97 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PEO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. PEO ranks #9 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FINS
Angel Oak Financial Strategies Income Term Trust
 484,445 $6,200,896
2 CEF
Sprott Physical Gold & Silver Trust
 121,510 $4,888,347
3 BX
Blackstone Inc.
 35,897 $4,223,999
4 BLK
BlackRock, Inc.
 3,279 $3,152,955
5 AMP
Ameriprise Financial Inc
 6,138 $2,815,868
6 HTGC
Hercules Capital, Inc.
 98,614 $1,555,142
7 EMO
ClearBridge Energy Midstream Opportunity Fund Inc.
 26,728 $1,339,072
8 BXSL
Blackstone Secured Lending Fund
 54,091 $1,282,497

All Filings in PEO

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,249,892 50,562
2026-03-31 $1,425,584 51,280
2025-12-31 $1,088,956 50,090
2025-09-30 $1,179,446 54,807
2025-06-30 $1,171,225 54,807
2025-03-31 $1,243,304 54,507
2024-09-30 $1,326,024 57,107
2024-06-30 $1,395,516 59,107
2024-03-31 $1,363,007 59,107
2023-12-31 $1,194,270 57,890
2023-09-30 $1,349,976 58,390
2023-06-30 $1,215,679 58,390
2023-03-31 $1,200,498 58,390
2022-12-31 $1,272,902 58,390
2022-09-30 $1,136,269 58,390
2022-06-30 $1,136,853 58,390
2022-03-31 $1,228,381 58,690