Northwestern Mutual Wealth Management
PAI

Northwestern Mutual Wealth Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69K Sell
140
-6,708
-98% -$83.7K ﹤0.01% 3647
2025
Q4 		$85.5K Buy
6,848
+6,708
+4,791% +$84.2K ﹤0.01% 2200
2025
Q3 		$1.79K Hold
140
– – ﹤0.01% 3421
2025
Q2 		$1.82K Hold
140
– – ﹤0.01% 3279
2025
Q1 		$1.8K Hold
140
– – ﹤0.01% 3178
2024
Q4 		$1.75K Hold
140
– – ﹤0.01% 3205
2024
Q3 		$1.8K Hold
140
– – ﹤0.01% 3138
2024
Q2 		$1.69K Hold
140
– – ﹤0.01% 3136
2024
Q1 		$1.71K Hold
140
– – ﹤0.01% 3084
2023
Q4 		$1.69K Hold
140
– – ﹤0.01% 3089
2023
Q3 		$1.57K Hold
140
– – ﹤0.01% 2988
2023
Q2 		$1.63K Hold
140
– – ﹤0.01% 3022
2023
Q1 		$1.67K Hold
140
– – ﹤0.01% 2956
2022
Q4 		$1.62K Hold
140
– – ﹤0.01% 2988
2022
Q3 		$2K Hold
140
– – ﹤0.01% 2895
2022
Q2 		$2K Hold
140
– – ﹤0.01% 2937
2022
Q1 		$2K Hold
140
– – ﹤0.01% 2927
2021
Q4 		$2K Hold
140
– – ﹤0.01% 2961
2021
Q3 		$2K Hold
140
– – ﹤0.01% 2869
2021
Q2 		$2K Hold
140
– – ﹤0.01% 2823
2021
Q1 		$2K Hold
140
– – ﹤0.01% 2619
2020
Q4 		$2K Hold
140
– – ﹤0.01% 2543
2020
Q3 		$2K Sell
140
-16,976
-99% -$267K ﹤0.01% 2362
2020
Q2 		$256K Buy
17,116
+808
+5% +$11.6K ﹤0.01% 888
2020
Q1 		$218K Hold
16,308
– – ﹤0.01% 859
2019
Q4 		$253K Sell
16,308
-2,477
-13% -$39.5K ﹤0.01% 862
2019
Q3 		$305K Hold
18,785
– – ﹤0.01% 760
2019
Q2 		$279K Sell
18,785
-2,051
-10% -$30.4K ﹤0.01% 792
2019
Q1 		$307K Hold
20,836
– – ﹤0.01% 743
2018
Q4 		$275K Buy
20,836
+865
+4% +$11.6K ﹤0.01% 706
2018
Q3 		$269K Buy
19,971
+4,076
+26% +$55.8K ﹤0.01% 732
2018
Q2 		$218K Buy
15,895
+15,755
+11,254% +$216K ﹤0.01% 745
2018
Q1 		$2K Hold
140
– – ﹤0.01% 2046
2017
Q4 		$2K Hold
140
– – ﹤0.01% 2121
2017
Q3 		$2K Sell
140
-8,365
-98% -$132K ﹤0.01% 1991
2017
Q2 		$127K Sell
8,505
-14,686
-63% -$216K ﹤0.01% 810
2017
Q1 		$336K Sell
23,191
-4,750
-17% -$67.8K ﹤0.01% 536
2016
Q4 		$400K Buy
+27,941
New +$406K ﹤0.01% 490
2016
Q3 		– Sell
-7,506
Closed -$106K – 1120
2016
Q2 		$106K Buy
+7,506
New +$103K ﹤0.01% 708
2013
Q4 		– Sell
-2,000
Closed -$25K – 1515
2013
Q3 		$25K Buy
+2,000
New +$25.2K ﹤0.01% 700

Other funds holding PAI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's PAI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Western Asset Investment Grade Income Fund (PAI) stake by 98% in Q1 2026, selling an estimated $83.7K and leaving 140 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3647.

Northwestern Mutual Wealth Management first reported a position in PAI in Q3 2013 and has held it in 40 quarters since. The position peaked at $400K in Q4 2016. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

  • Northwestern Mutual Wealth Management held 140 shares of Western Asset Investment Grade Income Fund worth $1.69K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 6,708 Western Asset Investment Grade Income Fund shares in Q1 2026, an estimated $83.7K.
  • Western Asset Investment Grade Income Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3647 holding.
  • Northwestern Mutual Wealth Management first reported a position in Western Asset Investment Grade Income Fund in Q3 2013 and has held it in 40 quarters since.
  • Northwestern Mutual Wealth Management's Western Asset Investment Grade Income Fund position peaked at $400K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.