NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in WFC — Wells Fargo & Company/Mn
CIK 1109767
CEDAR RAPIDS, IA
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,353,643
+$227,719 QoQ
Shares Held
16,380
+15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,183
of 2,853 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $25,978,772 across 7 Banks - Diversified names. WFC ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,774 | $17,929,173 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
114,162 | $2,270,682 | |
| 3 | BAC |
Bank Of America Corp /De/
|
26,751 | $1,524,271 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
14,905 | $1,417,316 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
16,380 | $1,353,643 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,880 | $1,139,526 | |
| 7 | C |
Citigroup Inc
|
2,459 | $344,161 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,643 | 16,380 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,125,924 | 14,143 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,313,467 | 14,093 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,180,101 | 14,079 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,083,222 | 13,520 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $956,027 | 13,317 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $292,128 | 4,159 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $232,456 | 4,115 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $229,007 | 3,856 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $354,367 | 6,114 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $289,708 | 5,886 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $243,484 | 5,959 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,781 | 5,993 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $221,812 | 5,934 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $250,052 | 6,056 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $208,178 | 5,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $212,928 | 5,436 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $258,291 | 5,330 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $264,897 | 5,521 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $240,496 | 5,182 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $234,104 | 5,169 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||