NATIONS FINANCIAL GROUP INC, /IA/ /ADV PGEN β€” PRECIGEN INC COM

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  Β·  2 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported PRECIGEN INC COM (PGEN) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows PGEN at 0.00% 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.

What this PGEN 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 PRECIGEN INC COM, 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

PGEN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2026 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 PGEN β€” position size vs. price
% of Fund (quarterly)    PGEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 16,524 +1,024 +6.6% 0.00% $94K 2026-07-23 $5.54
2026 Q1 INITIATED β€” β€” β€” 15,500 β€” β€” 0.00% $60K 2026-04-15 $3.90

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

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 PGEN?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported PGEN across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for PGEN was 0.00% in 2026 Q2.

What is the latest reported PGEN position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 16,524 shares, equal to 0.00% of portfolio, with an estimated market value of $94K.

What does the chart on this PGEN ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly PGEN 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.

← Back to NATIONS FINANCIAL GROUP INC, /IA/ /ADV Holdings