NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in V — Visa Inc.

CIK 1109767 CEDAR RAPIDS, IA

Position in V

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$9,686,116

+$812,350 QoQ

Shares Held

28,232

-3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,258

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $16,583,440 across 4 Credit Services names. V ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	28,232	$9,686,116
2	AXP	American Express Co	8,741	$2,956,643
3	COF	Capital One Financial Corp	10,073	$2,020,845
4	MA	Mastercard Inc	3,738	$1,919,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,686,116	28,232	-3.8%	Shares	Sole	2026-07-23
2026-03-31	$8,873,766	29,360	-10.6%	Shares	Sole	2026-04-15
2025-12-31	$11,523,979	32,859	+6.6%	Shares	Sole	2026-01-26
2025-09-30	$10,525,086	30,831	-0.2%	Shares	Sole	2025-10-28
2025-06-30	$10,973,885	30,908	+11.1%	Shares	Sole	2025-08-11
2025-03-31	$9,745,591	27,808	+4.8%	Shares	Sole	2025-05-13
2024-12-31	$8,383,277	26,526	-24.4%	Shares	Sole	2025-01-30
2024-09-30	$9,653,219	35,109	+5.0%	Shares	Sole	2024-11-04
2024-06-30	$8,773,059	33,425	+1.5%	Shares	Sole	2024-07-29
2024-03-31	$9,189,267	32,927	+3.2%	Shares	Sole	2024-04-23
2023-12-31	$8,308,289	31,912	-0.6%	Shares	Sole	2024-02-09
2023-09-30	$7,381,480	32,092	-4.9%	Shares	Sole	2023-11-14
2023-06-30	$8,014,475	33,748	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$7,690,891	34,112	+15.7%	Shares	Sole	2023-05-15
2022-12-31	$6,127,050	29,491	+53.9%	Shares	Sole	2023-02-07
2022-09-30	$3,404,306	19,163	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$3,594,030	18,254	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$4,036,435	18,201	-34.8%	Shares	Sole	2022-05-13
2021-12-31	$6,051,626	27,925	+28.9%	Shares	Sole	2022-02-10
2021-09-30	$4,823,874	21,656	+42.5%	Shares	Sole	2021-11-12
2021-06-30	$3,553,362	15,197	+1.9%	Shares	Sole	2021-08-16
2021-03-31	$3,158,164	14,916	+3.3%	Shares	Sole	2021-05-14
2020-12-31	$3,157,586	14,436	+5.2%	Shares	Sole	2021-02-16
2020-09-30	$2,743,388	13,719	+3.0%	Shares	Sole	2020-11-12
2020-06-30	$2,573,410	13,322	-7.6%	Shares	Sole	2020-08-13
2020-03-31	$2,323,350	14,420	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.