NATIONS FINANCIAL GROUP INC, /IA/ /ADV BCX — BLACKROCK RES & COMMODITIES ST SHS

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  17 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported BLACKROCK RES & COMMODITIES ST SHS (BCX) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows BCX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in BLACKROCK RES & COMMODITIES ST SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCX stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held BCX — position size vs. price
% of Fund (quarterly)    BCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 58,246 +1,027 +1.8% 0.04% $702K 2026-04-15 $12.19
2025 Q4 REDUCED 8.8% +11.6% ❌ 57,219 -5,541 -8.8% 0.03% $628K 2026-01-26 $12.19
2025 Q3 ADDED — — — 62,760 +1,681 +2.8% 0.04% $638K 2025-10-28 $9.47
2025 Q2 ADDED — — — 61,079 +1,358 +2.3% 0.04% $577K 2025-08-11 $8.94
2025 Q1 ADDED — — — 59,721 +1,100 +1.9% 0.04% $557K 2025-05-13 $8.54
2024 Q4 ADDED — — — 58,621 +4,356 +8.0% 0.04% $501K 2025-01-30 $8.04
2024 Q3 ADDED — — — 54,265 +30,903 +132.3% 0.04% $521K 2024-11-04 $8.17
2024 Q2 UNCHANGED — — — 23,362 — 0% 0.02% $215K 2024-07-29 $7.97
2024 Q1 UNCHANGED — — — 23,362 — 0% 0.02% $212K 2024-04-23 $7.72
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BCX

As of 2026 Q1 — sorted by position size

TTP Investments, Inc. 3Y 7Y 2.45% 180 WEALTH ADVISORS, LLC 3Y 7Y 1.48% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.89% Intellectus Partners, LLC 3Y 7Y 0.8% Canal Insurance CO 3Y 7Y 0.53% 44 WEALTH MANAGEMENT LLC 3Y 0.51% DECISION INVESTMENTS, INC 0.36% Closed-End Fund Advisors, Inc. 0.32% Z3 Capital Partners, LLC 0.25% Navis Wealth Advisors, LLC 3Y 0.25%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and BCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning BCX?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported BCX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BCX position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for BCX was 0.04% in 2025 Q1.

What is the latest reported BCX position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 58,246 shares, equal to 0.04% of portfolio, with an estimated market value of $702K.

What does the chart on this BCX ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly BCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their BCX position?

Based on 13F filing dates vs. subsequent BCX price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on BCX relative to SPY over the holding period was -4.0%.

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