Northwestern Mutual Wealth Management
LFT

Northwestern Mutual Wealth Management’s Lument Finance Trust LFT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$91 – 3852
2025
Q1 		$91 Buy
+4
New +$107 ﹤0.01% 3535
2022
Q1 		– Sell
-92
Closed -$4K – 3272
2021
Q4 		$4K Buy
+92
New +$3.59K ﹤0.01% 2844

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwestern Mutual Wealth Management's LFT Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Lument Finance Trust (LFT) in Q2 2025, closing a stake of 4 shares — an estimated $91 sold.

Northwestern Mutual Wealth Management first reported a position in LFT in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 57 funds tracked by Wall St. Rank hold LFT as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Lument Finance Trust position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 4 Lument Finance Trust shares in Q2 2025, an estimated $91.
  • Northwestern Mutual Wealth Management first reported a position in Lument Finance Trust in Q4 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Lument Finance Trust position peaked at $4K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.