NATIONS FINANCIAL GROUP INC, /IA/ /ADV GOOG ALPHABET INC NON VOTING

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  32 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported ALPHABET INC NON VOTING (GOOG) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.53% in 2026 Q2. The latest visible filing shows GOOG at 0.53% 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 GOOG 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 ALPHABET INC NON VOTING, 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 Q2

GOOG was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q2

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 Q2

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.

How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held GOOG — position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 31,522 -204 -0.6% 0.53% $11.1M 2026-07-23 $318.13
2026 Q1 ADDED 31,726 +5,315 +20.1% 0.47% $9.1M 2026-04-15 $334.05
2025 Q4 ADDED 26,411 +15,424 +140.4% 0.44% $8.3M 2026-01-26 $332.94
2025 Q3 REDUCED 10,987 -246 -2.2% 0.17% $2.7M 2025-10-28 $267.73
2025 Q2 REDUCED 11,233 -552 -4.7% 0.14% $2.0M 2025-08-11 $200.93
2025 Q1 ADDED 11,785 +399 +3.5% 0.14% $1.8M 2025-05-13 $160.14
2024 Q4 REDUCED 49.0% -17.9% 11,386 -10,926 -49.0% 0.16% $2.2M 2025-01-30 $201.45
2024 Q3 ADDED 22,312 +291 +1.3% 0.27% $3.7M 2024-11-04 $169.49
2024 Q2 REDUCED 15.3% -8.7% 22,021 -3,989 -15.3% 0.33% $4.0M 2024-07-29 $169.72
2024 Q1 ADDED 26,010 +669 +2.6% 0.33% $4.0M 2024-04-23 $158.42
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

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

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 GOOG?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported GOOG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for GOOG was 0.53% in 2026 Q2.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 31,522 shares, equal to 0.53% of portfolio, with an estimated market value of $11.1M.

What does the chart on this GOOG ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly GOOG 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 GOOG position?

Based on 13F filing dates vs. subsequent GOOG price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 19 out of 31 reported position changes (61%). The annualised alpha on GOOG relative to SPY over the holding period was +57.8%.

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