Northwestern Mutual Wealth Management
LONZ icon

Northwestern Mutual Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
29,487
+14,099
+92% +$697K ﹤0.01% 1279
2026
Q1 		$760K Buy
15,388
+5,076
+49% +$253K ﹤0.01% 1428
2025
Q4 		$518K Buy
10,312
+9,281
+900% +$470K ﹤0.01% 1517
2025
Q3 		$52.7K Buy
+1,031
New +$52.5K ﹤0.01% 2301

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 92% in Q2 2026, buying an estimated $697K and bringing the position to 29,487 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Northwestern Mutual Wealth Management first reported a position in LONZ in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 29,487 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.45M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 14,099 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $697K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1279 holding.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

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