NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in TY — TRI-CONTINENTAL Corp
CIK 1109767
CEDAR RAPIDS, IA
Position in TY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$378,826
+$31,147 QoQ
Shares Held
11,006
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#77
of 156 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. TY ranks #34 (0.8% 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 TY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,826 | 11,006 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $347,679 | 11,006 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $359,455 | 11,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $377,604 | 11,106 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $351,615 | 11,106 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $373,315 | 12,172 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $383,353 | 12,097 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $380,918 | 11,529 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $354,854 | 11,458 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $348,317 | 11,309 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $324,106 | 11,242 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $296,212 | 11,140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $303,457 | 11,067 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $293,536 | 11,056 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $287,645 | 11,223 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $201,744 | 7,709 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $231,361 | 7,502 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $246,999 | 7,442 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $206,755 | 6,194 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $209,312 | 6,140 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||