Northwestern Mutual Wealth Management’s Finance of America Companies FOA Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FOA Stock Details FOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-500	Closed	-$11.7K	–	3890
2025 Q2	$11.7K	Sell	500 -500	-50%	-$10.5K	﹤0.01%	2751
2025 Q1	$21.3K	Hold	1,000	–	–	﹤0.01%	2485
2024 Q4	$28.1K	Hold	1,000	–	–	﹤0.01%	2390
2024 Q3	$11.6K	Hold	1,000	–	–	﹤0.01%	2636
2024 Q2	$4.93K	Hold	1,000	–	–	﹤0.01%	2865
2024 Q1	$7.35K	Hold	1,000	–	–	﹤0.01%	2728
2023 Q4	$11K	Sell	1,000 -1,040	-51%	-$10.7K	﹤0.01%	2596
2023 Q3	$26.1K	Buy	2,040 +1,040	+104%	+$17.2K	﹤0.01%	2219
2023 Q2	$19.1K	Hold	1,000	–	–	﹤0.01%	2334
2023 Q1	$12.4K	Hold	1,000	–	–	﹤0.01%	2428
2022 Q4	$12.7K	Hold	1,000	–	–	﹤0.01%	2407
2022 Q3	$15K	Sell	1,000 -453	-31%	-$7.17K	﹤0.01%	2324
2022 Q2	$23K	Sell	1,453 -36	-2%	-$832	﹤0.01%	2188
2022 Q1	$45K	Hold	1,489	–	–	﹤0.01%	1990
2021 Q4	$59K	Buy	+1,489	New	+$70.6K	﹤0.01%	1922

Other funds holding FOA

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of Finance of America Companies (FOA) in Q3 2025, closing a stake of 500 shares — an estimated $11.7K sold.

Northwestern Mutual Wealth Management first reported a position in FOA in Q4 2021 and held it in 15 quarters. The position peaked at $59K in Q4 2021. 72 funds tracked by Wall St. Rank hold FOA as of Q3 2025.

Northwestern Mutual Wealth Management reported no remaining Finance of America Companies position as of Q3 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 500 Finance of America Companies shares in Q3 2025, an estimated $11.7K.
Northwestern Mutual Wealth Management first reported a position in Finance of America Companies in Q4 2021 and held it in 15 quarters.
Northwestern Mutual Wealth Management's Finance of America Companies position peaked at $59K in Q4 2021.
72 funds tracked by Wall St. Rank held Finance of America Companies as of Q3 2025.

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