NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in ROST — Ross Stores, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in ROST
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$379,937
+$19,032 QoQ
Shares Held
1,785
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#930
of 1,411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $665,817 across 2 Apparel Retail names. ROST ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
This page
|
1,785 | $379,937 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
1,887 | $285,880 |
All Filings in ROST
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,937 | 1,785 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $360,905 | 1,666 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $297,951 | 1,654 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $248,243 | 1,629 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $204,128 | 1,600 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $204,464 | 1,600 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $251,864 | 1,665 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $261,134 | 1,735 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $239,778 | 1,650 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $242,154 | 1,650 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $228,343 | 1,650 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $367,087 | 3,250 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $614,023 | 5,476 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $585,413 | 5,516 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $640,242 | 5,516 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $468,035 | 5,554 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $390,057 | 5,554 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $542,579 | 5,998 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $712,764 | 6,237 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $678,897 | 6,237 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $690,184 | 5,566 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $424,481 | 3,540 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $417,554 | 3,400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $317,288 | 3,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $289,816 | 3,400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $996,154 | 11,454 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||