Nisa Investment Advisors
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Nisa Investment Advisors’s Perella Weinberg Partners PWP Stock Holding History

Nisa Investment Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Hold
695
– – ﹤0.01% 2432
2026
Q1 		$12.6K Hold
695
– – ﹤0.01% 2159
2025
Q4 		$12K Hold
695
– – ﹤0.01% 2147
2025
Q3 		$14.8K Hold
695
– – ﹤0.01% 2124
2025
Q2 		$13.5K Buy
695
+615
+769% +$10.9K ﹤0.01% 2121
2025
Q1 		$1.47K Hold
80
– – ﹤0.01% 2539
2024
Q4 		$1.91K Hold
80
– – ﹤0.01% 2500
2024
Q3 		$1.54K Hold
80
– – ﹤0.01% 2466
2024
Q2 		$1.3K Sell
80
-14
-15% -$211 ﹤0.01% 2460
2024
Q1 		$1.33K Hold
94
– – ﹤0.01% 2311
2023
Q4 		$1.15K Hold
94
– – ﹤0.01% 2242
2023
Q3 		$957 Hold
94
– – ﹤0.01% 2403
2023
Q2 		$783 Sell
94
-2,250
-96% -$18.6K ﹤0.01% 2468
2023
Q1 		$21K Buy
2,344
+2,250
+2,394% +$22.5K ﹤0.01% 1999
2022
Q4 		$1K Hold
94
– – ﹤0.01% 2489
2022
Q3 		$1K Buy
+94
New +$667 ﹤0.01% 2488

Other funds holding PWP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Nisa Investment Advisors's PWP Position: Q2 2026 in Review

Nisa Investment Advisors held its Perella Weinberg Partners (PWP) position steady in Q2 2026 at 695 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Nisa Investment Advisors first reported a position in PWP in Q3 2022 and has held it in 16 quarters since. The position peaked at $21K in Q1 2023. 53 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Nisa Investment Advisors held 695 shares of Perella Weinberg Partners worth $11.1K as of Q2 2026.
  • Nisa Investment Advisors left its Perella Weinberg Partners share count unchanged in Q2 2026.
  • Perella Weinberg Partners made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2432 holding.
  • Nisa Investment Advisors first reported a position in Perella Weinberg Partners in Q3 2022 and has held it in 16 quarters since.
  • Nisa Investment Advisors's Perella Weinberg Partners position peaked at $21K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.