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
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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Northwestern Mutual Wealth Management's DIAL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Columbia Diversified Fixed Income Allocation ETF (DIAL) in Q1 2026: 542 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #3074 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in DIAL as recently as Q3 2024.

Northwestern Mutual Wealth Management first reported a position in DIAL in Q3 2024 and has held it in 2 quarters since. The position peaked at $23K in Q3 2024. 53 funds tracked by Wall St. Rank hold DIAL as of Q1 2026.

  • Northwestern Mutual Wealth Management held 542 shares of Columbia Diversified Fixed Income Allocation ETF worth $9.8K as of Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF was a new Northwestern Mutual Wealth Management position in Q1 2026.
  • Columbia Diversified Fixed Income Allocation ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3074 holding.
  • Northwestern Mutual Wealth Management first reported a position in Columbia Diversified Fixed Income Allocation ETF in Q3 2024 and has held it in 2 quarters since.
  • Northwestern Mutual Wealth Management's Columbia Diversified Fixed Income Allocation ETF position peaked at $23K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Columbia Diversified Fixed Income Allocation ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.