Nisa Investment Advisors

Nisa Investment Advisors’s FB Financial Corp FBK Stock Holding History

Nisa Investment Advisors’s Portfolio FBK Stock Details FBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$235K	Sell	4,530 -22	-0.5%	-$1.24K	﹤0.01%	1163
2025 Q4	$254K	Buy	4,552 +34	+0.8%	+$1.9K	﹤0.01%	1174
2025 Q3	$252K	Buy	4,518 +144	+3%	+$7.31K	﹤0.01%	1202
2025 Q2	$198K	Buy	4,374 +6	+0.1%	+$261	﹤0.01%	1224
2025 Q1	$203K	Buy	4,368 +290	+7%	+$14.5K	﹤0.01%	1222
2024 Q4	$210K	Hold	4,078	–	–	﹤0.01%	1284
2024 Q3	$191K	Hold	4,078	–	–	﹤0.01%	1290
2024 Q2	$159K	Hold	4,078	–	–	﹤0.01%	1368
2024 Q1	$154K	Hold	4,078	–	–	﹤0.01%	1369
2023 Q4	$163K	Buy	4,078 +25	+0.6%	+$828	﹤0.01%	1319
2023 Q3	$115K	Hold	4,053	–	–	﹤0.01%	1471
2023 Q2	$114K	Sell	4,053 -28	-0.7%	-$798	﹤0.01%	1475
2023 Q1	$127K	Hold	4,081	–	–	﹤0.01%	1432
2022 Q4	$147K	Hold	4,081	–	–	﹤0.01%	1437
2022 Q3	$156K	Buy	4,081 +28	+0.7%	+$1.14K	﹤0.01%	1335
2022 Q2	$159K	Hold	4,053	–	–	﹤0.01%	1368
2022 Q1	$180K	Hold	4,053	–	–	﹤0.01%	1418
2021 Q4	$180K	Hold	4,053	–	–	﹤0.01%	1304
2021 Q3	$174	Hold	4,053	–	–	﹤0.01%	1453
2021 Q2	$151	Hold	4,053	–	–	﹤0.01%	1509
2021 Q1	$180	Hold	4,053	–	–	﹤0.01%	1519
2020 Q4	$141K	Sell	4,053 -1,300	-24%	-$40.9K	﹤0.01%	1603
2020 Q3	$134K	Buy	+5,353	New	+$138K	﹤0.01%	1442

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return