Nations Financial Group Inc.
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$1.9B
Holdings
777
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Q4 2024: New position (11.1k shares)
2.5%
02
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Increased +29.1% (4.0k → 5.1k shares)
2.5%
03
$AAPL
APPLE INC COM
Q1 2026: Increased +8.7% (70.1k → 76.2k shares)
2.2%
04
$IJH
ISHARES CORE S&P MID-CAP ETF
Q4 2024: New position (436.7k shares)
1.6%
05
$NDQ
INVESCO QQQ TRUST SERIES I
Q4 2025: New position (404 shares)
1.6%
06
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: Sold 5.2% (13.5k → 12.8k shares)
1.6%
07
$SPY
STATE STREET SPDR S&P 500 ETF
Q1 2026: Sold 12.2% (1.3k → 1.2k shares)
1.5%
08
$MSFT
MICROSOFT CORP COM
Q1 2026: Increased +1.6% (484.0k → 491.6k shares)
1.5%
09
$IWV
ISHARES RUSSELL 3000 ETF
Q4 2024: New position (70.7k shares)
1.4%
10
$VUG
VANGUARD GROWTH ETF
Q4 2024: New position (29.0k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:27 UTC.