NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in USB — US Bancorp De

CIK 1109767 CEDAR RAPIDS, IA

Position in USB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$268,683

+$24,241 QoQ

Shares Held

5,166

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,762,652 across 6 Banks - Regional names. USB ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	5,307	$1,104,333
2	FCNCA	First Citizens Bancshares Inc /De/	344	$648,323
3	FITB	Fifth Third Bancorp	6,232	$289,538
4	USB	US Bancorp De This page	5,166	$268,683
5	MPB	Mid Penn Bancorp Inc	7,248	$233,095
6	FNB	Fnb Corp/Pa/	13,079	$218,680

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$268,683	5,166	+12.8%	Shares	Sole	2026-04-15
2025-12-31	$244,442	4,581	+10.4%	Shares	Sole	2026-01-26
2025-09-30	$200,521	4,149	-9.6%	Shares	Sole	2025-10-28
2025-06-30	$207,742	4,591	-10.6%	Shares	Sole	2025-08-11
2024-12-31	$245,750	5,138	-10.5%	Shares	Sole	2025-01-30
2024-09-30	$262,581	5,742	+13.1%	Shares	Sole	2024-11-04
2024-03-31	$226,897	5,076	+0.8%	Shares	Sole	2024-04-23
2023-12-31	$218,001	5,037	-86.6%	Shares	Sole	2024-02-09
2023-06-30	$1,242,105	37,594	+13.4%	Shares	Sole	2023-08-14
2023-03-31	$1,194,733	33,141	+10.3%	Shares	Sole	2023-05-15
2022-12-31	$1,310,829	30,058	+565.9%	Shares	Sole	2023-02-07
2022-06-30	$207,734	4,514	+13.4%	Shares	Sole	2022-08-15
2022-03-31	$211,483	3,979	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$222,938	3,969	-3.9%	Shares	Sole	2022-02-10
2021-09-30	$245,368	4,128	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.