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Livermore
Livermore
ZHEN

Nations Financial Group Inc,

SEC CIK
0001109767
Latest filing
Jul 23, 2026

The latest 13F from Nations Financial Group Inc, covers Q2 2026 (filed Jul 23, 2026): 789 long positions worth $2.09B. The top 10 holdings make up 18.7% of the portfolio, and the largest is iShares Core S&P 500 ETF at 2.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
70
Est. +$52.8M
Added
375
Est. +$91.4M
Reduced
285
Est. −$129.7M
Sold out
54
Est. −$79.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    2.7%$56.1M
  2. NVDANVIDIA Corp
    2.5%$51.5MHistory
  3. AAPLApple Inc.
    2.5%$51.4MHistory
  4. Invesco QQQ Trust Series I46090E103
    1.8%$38.0M
  5. GOOGLAlphabet Inc.
    1.7%$36.4MHistory

Share of portfolio

Top 5 holdings and the other 784 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF2.7%
  2. NVDA2.5%
  3. AAPL2.5%
  4. Invesco QQQ Trust Series I1.8%
  5. GOOGL1.7%
  6. Other 784 positions88.9%

Biggest buys

New and added positions, by estimated amount bought

  1. XOMExxonMobil Holdings Corp
    +$10.9MNewHistory
  2. LLYEli Lilly & Co
    +$5.11MAddedHistory
  3. CORZCore Scientific, Inc.
    +$5.07MAddedHistory
  4. Roundhill ETF Trust77926X320
    +$4.45MNew
  5. SNDKSandisk Corp
    +$4.17MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. XOMExxonMobil Holdings Corp
    +0.52 pp0.0% → 0.5%History
  2. CORZCore Scientific, Inc.
    +0.35 pp0.2% → 0.5%History
  3. State Street Technology Select Sector SPDR ETF81369Y803
    +0.35 pp1.0% → 1.4%
  4. LLYEli Lilly & Co
    +0.31 pp0.3% → 0.6%History
  5. Fidelity Covington Trust316092352
    +0.31 pp1.3% → 1.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$14.4MSold outHistory
  2. iShares MSCI USA Min Vol Factor ETF46429B697
    −$11.5MReduced
  3. Schwab US Dividend Equity ETF808524797
    −$11.4MReduced
  4. iShares Core S&P Mid-Cap ETF464287507
    −$10.2MReduced
  5. First Tr Exchange-Traded FD33738D309
    −$7.48MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.74 pp0.7% → 0.0%History
  2. iShares MSCI USA Min Vol Factor ETF46429B697
    −0.57 pp0.6% → <0.1%
  3. Schwab US Dividend Equity ETF808524797
    −0.57 pp0.7% → 0.1%
  4. iShares Core S&P Mid-Cap ETF464287507
    −0.39 pp1.6% → 1.2%
  5. First Tr Exchange-Traded FD33738D309
    −0.39 pp0.4% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.09B
+$151.8M (+7.8%) vs. prior quarter
Positions
789
+16 vs. prior quarter
Top 10 concentration
18.7%
Top 10 as share of value
Turnover
7.1%
Q2 2026, one quarter
Average holding period
16.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.09B (Q2 2026)

Q1 2021: $439.2MQ2 2021: $597.0MQ3 2021: $658.6MQ4 2021: $759.7MQ1 2022: $832.5MQ2 2022: $745.2MQ3 2022: $690.9MQ4 2022: $891.0MQ1 2023: $953.1MQ2 2023: $1.02BQ3 2023: $993.3MQ4 2023: $1.08BQ1 2024: $1.19BQ2 2024: $1.22BQ3 2024: $1.38BQ4 2024: $1.37BQ1 2025: $1.31BQ2 2025: $1.45BQ3 2025: $1.61BQ4 2025: $1.90BQ1 2026: $1.94BQ2 2026: $2.09B
Q1 2021Q2 2026
13F filings of Nations Financial Group Inc, by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 23, 2026789$2.09BiShares Core S&P 500 ETFNVDAAAPLvs. Q1 2026SEC
Q1 2026Apr 15, 2026773$1.94BiShares Core S&P 500 ETFNVDAAAPLvs. Q4 2025SEC
Q4 2025Jan 26, 2026746$1.90BiShares Core S&P 500 ETFNVDAAAPLvs. Q3 2025SEC
Q3 2025Oct 28, 2025711$1.61BNVDAAAPLMSFTvs. Q2 2025SEC
Q2 2025Aug 11, 2025678$1.45BBRK.BNVDAMSFTvs. Q1 2025SEC
Q1 2025May 13, 2025655$1.31BAAPLBRK.BMSFTvs. Q4 2024SEC
Q4 2024Jan 30, 2025667$1.37BAAPLBRK.BMSFTvs. Q3 2024SEC
Q3 2024Nov 4, 2024671$1.38BAAPLBRK.BMSFTvs. Q2 2024SEC
Q2 2024Jul 29, 2024629$1.22BAAPLBRK.BMSFTvs. Q1 2024SEC
Q1 2024Apr 23, 2024621$1.19BBRK.BMSFTAAPLvs. Q4 2023SEC
Q4 2023Feb 9, 2024619$1.08BAAPLBRK.BMSFTvs. Q3 2023SEC
Q3 2023Nov 14, 2023613$993.3MAAPLBRK.BMSFTvs. Q2 2023SEC
Q2 2023Aug 14, 2023614$1.02BAAPLMSFTBRK.Bvs. Q1 2023SEC
Q1 2023May 15, 2023616$953.1MAAPLMSFTBRK.Bvs. Q4 2022SEC
Q4 2022Feb 7, 2023596$891.0MAAPLBRK.BiShares Core S&P Mid-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 14, 2022530$690.9MAAPLiShares Core S&P Mid-Cap ETFBRK.Bvs. Q2 2022SEC
Q2 2022Aug 15, 2022521$745.2MAAPLiShares Core S&P Mid-Cap ETFBRK.Bvs. Q1 2022SEC
Q1 2022May 13, 2022516$832.5MAAPLBRK.BiShares Core S&P Mid-Cap ETFvs. Q4 2021SEC
Q4 2021Feb 10, 2022469$759.7MAAPLiShares Core S&P Mid-Cap ETFiShares Core S&P 500 ETFvs. Q3 2021SEC
Q3 2021Nov 12, 2021434$658.6MAAPLiShares Core S&P Mid-Cap ETFMSFTvs. Q2 2021SEC
Q2 2021Aug 16, 2021399$597.0MAAPLiShares Core S&P Mid-Cap ETFiShares Trvs. Q1 2021SEC
Q1 2021May 14, 2021345$439.2MiShares Core S&P Mid-Cap ETFAAPLiShares Core S&P Small Cap ETF–SEC