Nisa Investment Advisors
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Nisa Investment Advisors’s Finance of America Companies FOA Stock Holding History

Nisa Investment Advisors’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-70
Closed -$1.57K – 3005
2025
Q3 		$1.57K Buy
+70
New +$1.75K ﹤0.01% 2664
2023
Q2 		– Sell
-7
Closed – – 2826
2023
Q1 		$0 Buy
+7
New +$107 ﹤0.01% 2583
2022
Q3 		– Sell
-324
Closed -$5K – 2601
2022
Q2 		$5K Hold
324
– – ﹤0.01% 2271
2022
Q1 		$10K Buy
+324
New +$11.3K ﹤0.01% 2199

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM

Nisa Investment Advisors's FOA Position: Q4 2025 in Review

Nisa Investment Advisors sold out of Finance of America Companies (FOA) in Q4 2025, closing a stake of 70 shares — an estimated $1.57K sold.

Nisa Investment Advisors first reported a position in FOA in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 67 funds tracked by Wall St. Rank hold FOA as of Q4 2025.

  • Nisa Investment Advisors reported no remaining Finance of America Companies position as of Q4 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 70 Finance of America Companies shares in Q4 2025, an estimated $1.57K.
  • Nisa Investment Advisors first reported a position in Finance of America Companies in Q1 2022 and held it in 4 quarters.
  • Nisa Investment Advisors's Finance of America Companies position peaked at $10K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2025.

Based on Nisa Investment Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.