Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s OptimumBank Holdings OPHC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio OPHC Stock Details OPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14
Closed -$58 – 3906
2025
Q1 		$58 Buy
+14
New +$63 ﹤0.01% 3567

Other funds holding OPHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Northwestern Mutual Wealth Management sold out of OptimumBank Holdings (OPHC) in Q2 2025, closing a stake of 14 shares — an estimated $58 sold.

Northwestern Mutual Wealth Management first reported a position in OPHC in Q1 2025 and held it in 1 quarter. The position peaked at $58 in Q1 2025. 20 funds tracked by Wall St. Rank hold OPHC as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining OptimumBank Holdings position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 14 OptimumBank Holdings shares in Q2 2025, an estimated $58.
  • Northwestern Mutual Wealth Management first reported a position in OptimumBank Holdings in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's OptimumBank Holdings position peaked at $58 in Q1 2025.
  • 20 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q2 2025.

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