Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s OFS Capital OFS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-350
Closed -$2.83K – 3866
2024
Q4 		$2.83K Buy
+350
New +$2.87K ﹤0.01% 3096
2023
Q2 		– Sell
-1
Closed -$10 – 3523
2023
Q1 		$10 Buy
+1
New +$10 ﹤0.01% 3316
2022
Q4 		– Sell
-1,333
Closed -$11K – 3431
2022
Q3 		$11K Buy
+1,333
New +$13.8K ﹤0.01% 2433

Other funds holding OFS

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Northwestern Mutual Wealth Management's OFS Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of OFS Capital (OFS) in Q1 2025, closing a stake of 350 shares — an estimated $2.83K sold.

Northwestern Mutual Wealth Management first reported a position in OFS in Q3 2022 and held it in 3 quarters. The position peaked at $11K in Q3 2022. 30 funds tracked by Wall St. Rank hold OFS as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining OFS Capital position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 350 OFS Capital shares in Q1 2025, an estimated $2.83K.
  • Northwestern Mutual Wealth Management first reported a position in OFS Capital in Q3 2022 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's OFS Capital position peaked at $11K in Q3 2022.
  • 30 funds tracked by Wall St. Rank held OFS Capital as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.