Northwestern Mutual Wealth Management
AC

Northwestern Mutual Wealth Management’s Associated Capital Group AC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AC Stock Details AC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21
Closed -$794 – 3790
2025
Q2 		$794 Hold
21
– – ﹤0.01% 3411
2025
Q1 		$811 Hold
21
– – ﹤0.01% 3314
2024
Q4 		$725 Buy
21
+1
+5% +$36 ﹤0.01% 3340
2024
Q3 		$708 Hold
20
– – ﹤0.01% 3297
2024
Q2 		$680 Hold
20
– – ﹤0.01% 3254
2024
Q1 		$654 Hold
20
– – ﹤0.01% 3249
2023
Q4 		$714 Hold
20
– – ﹤0.01% 3231
2023
Q3 		$730 Hold
20
– – ﹤0.01% 3078
2023
Q2 		$708 Hold
20
– – ﹤0.01% 3133
2023
Q1 		$739 Hold
20
– – ﹤0.01% 3062
2022
Q4 		$840 Hold
20
– – ﹤0.01% 3069
2022
Q3 		$1K Hold
20
– – ﹤0.01% 2945
2022
Q2 		$1K Hold
20
– – ﹤0.01% 2985
2022
Q1 		$1K Hold
20
– – ﹤0.01% 2957
2021
Q4 		$1K Hold
20
– – ﹤0.01% 2991
2021
Q3 		$1K Hold
20
– – ﹤0.01% 2887
2021
Q2 		$1K Hold
20
– – ﹤0.01% 2854
2021
Q1 		$1K Hold
20
– – ﹤0.01% 2654
2020
Q4 		$1K Hold
20
– – ﹤0.01% 2580
2020
Q3 		$1K Sell
20
-50
-71% -$1.91K ﹤0.01% 2413
2020
Q2 		$3K Buy
70
+50
+250% +$1.79K ﹤0.01% 2141
2020
Q1 		$1K Hold
20
– – ﹤0.01% 2338
2019
Q4 		$1K Hold
20
– – ﹤0.01% 2268
2019
Q3 		$1K Hold
20
– – ﹤0.01% 2319
2019
Q2 		$1K Hold
20
– – ﹤0.01% 2387
2019
Q1 		$1K Buy
+20
New +$817 ﹤0.01% 2385

Other funds holding AC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management's AC Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Associated Capital Group (AC) in Q3 2025, closing a stake of 21 shares — an estimated $794 sold.

Northwestern Mutual Wealth Management first reported a position in AC in Q1 2019 and held it in 26 quarters. The position peaked at $3K in Q2 2020. 5 funds tracked by Wall St. Rank hold AC as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining Associated Capital Group position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 21 Associated Capital Group shares in Q3 2025, an estimated $794.
  • Northwestern Mutual Wealth Management first reported a position in Associated Capital Group in Q1 2019 and held it in 26 quarters.
  • Northwestern Mutual Wealth Management's Associated Capital Group position peaked at $3K in Q2 2020.
  • 5 funds tracked by Wall St. Rank held Associated Capital Group as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.