Nisa Investment Advisors
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Nisa Investment Advisors’s Sera Prognostics SERA Stock Holding History

Nisa Investment Advisors’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235 Hold
129
– – ﹤0.01% 3039
2026
Q1 		$262 Hold
129
– – ﹤0.01% 2959
2025
Q4 		$381 Hold
129
– – ﹤0.01% 2850
2025
Q3 		$395 Hold
129
– – ﹤0.01% 2880
2025
Q2 		$357 Sell
129
-182
-59% -$450 ﹤0.01% 2918
2025
Q1 		$1.14K Buy
311
+230
+284% +$1.17K ﹤0.01% 2607
2024
Q4 		$659 Sell
81
-20
-20% -$147 ﹤0.01% 2769
2024
Q3 		$788 Buy
+101
New +$733 ﹤0.01% 2629

Other funds holding SERA

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $1.78B AUM 107.3% 1-Year Est. Return

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

Nisa Investment Advisors held its Sera Prognostics (SERA) position steady in Q2 2026 at 129 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

Nisa Investment Advisors first reported a position in SERA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14K in Q1 2025. 18 funds tracked by Wall St. Rank hold SERA as of Q2 2026.

  • Nisa Investment Advisors held 129 shares of Sera Prognostics worth $235 as of Q2 2026.
  • Nisa Investment Advisors left its Sera Prognostics share count unchanged in Q2 2026.
  • Sera Prognostics made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #3039 holding.
  • Nisa Investment Advisors first reported a position in Sera Prognostics in Q3 2024 and has held it in 8 quarters since.
  • Nisa Investment Advisors's Sera Prognostics position peaked at $1.14K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Sera Prognostics as of Q2 2026.

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