Nations Financial Group
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Nations Financial Group’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Nations Financial Group’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Buy
61,645
+913
+2% +$11.5K 0.04% 442
2026
Q1 		$739K Sell
60,732
-3,549
-6% -$45.9K 0.04% 444
2025
Q4 		$855K Sell
64,281
-5,222
-8% -$70.8K 0.05% 390
2025
Q3 		$978K Sell
69,503
-197
-0.3% -$2.85K 0.06% 326
2025
Q2 		$991K Sell
69,700
-3,182
-4% -$44K 0.07% 290
2025
Q1 		$1.03M Sell
72,882
-1,636
-2% -$24.3K 0.08% 267
2024
Q4 		$1.13M Sell
74,518
-200
-0.3% -$3.04K 0.08% 250
2024
Q3 		$1.14M Sell
74,718
-1,458
-2% -$22.1K 0.08% 253
2024
Q2 		$1.13M Buy
76,176
+541
+0.7% +$7.76K 0.09% 237
2024
Q1 		$1.08M Buy
75,635
+794
+1% +$10.9K 0.09% 243
2023
Q4 		$1.03M Sell
74,841
-572
-0.8% -$7.29K 0.1% 241
2023
Q3 		$973K Sell
75,413
-1,483
-2% -$18.8K 0.1% 227
2023
Q2 		$948K Sell
76,896
-485
-0.6% -$5.82K 0.09% 247
2023
Q1 		$926K Buy
77,381
+5,003
+7% +$61.4K 0.1% 240
2022
Q4 		$839K Buy
+72,378
New +$855K 0.09% 250

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
NewEdge Wealth
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Nations Financial Group's ARDC Position: Q2 2026 in Review

Nations Financial Group increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 1.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 61,645 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #442.

Nations Financial Group first reported a position in ARDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q3 2024. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • Nations Financial Group held 61,645 shares of Are Dynamic Credit Allocation Fund worth $779K as of Q2 2026.
  • Nations Financial Group bought 913 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $11.5K.
  • Are Dynamic Credit Allocation Fund made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #442 holding.
  • Nations Financial Group first reported a position in Are Dynamic Credit Allocation Fund in Q4 2022 and has held it in 15 quarters since.
  • Nations Financial Group's Are Dynamic Credit Allocation Fund position peaked at $1.14M in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.