Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DIAL Stock Details DIAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-542
Closed -$9.8K – 4179
2026
Q1 		$9.8K Buy
+542
New +$9.95K ﹤0.01% 3074
2024
Q4 		– Sell
-1,246
Closed -$23K – 3671
2024
Q3 		$23K Buy
+1,246
New +$22.6K ﹤0.01% 2412

Other funds holding DIAL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Northwestern Mutual Wealth Management's DIAL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q2 2026, closing a stake of 542 shares — an estimated $9.8K sold.

Northwestern Mutual Wealth Management first reported a position in DIAL in Q3 2024 and held it in 2 quarters. The position peaked at $23K in Q3 2024. 51 funds tracked by Wall St. Rank hold DIAL as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Columbia Diversified Fixed Income Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 542 Columbia Diversified Fixed Income Allocation ETF shares in Q2 2026, an estimated $9.8K.
  • Northwestern Mutual Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2024 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $23K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.