Northwestern Mutual Wealth Management
PFL

Northwestern Mutual Wealth Management’s PIMCO Income Strategy Fund PFL Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$141K Sell
17,940
-3,466
-16% -$27.3K ﹤0.01% 2131
2026
Q1 		$171K Buy
21,406
+1,408
+7% +$11.7K ﹤0.01% 1975
2025
Q4 		$169K Buy
19,998
+3,446
+21% +$29.1K ﹤0.01% 1943
2025
Q3 		$141K Buy
16,552
+1,410
+9% +$11.9K ﹤0.01% 1930
2025
Q2 		$126K Buy
15,142
+3,230
+27% +$26.6K ﹤0.01% 1921
2025
Q1 		$102K Buy
11,912
+1,863
+19% +$15.8K ﹤0.01% 1917
2024
Q4 		$84.2K Sell
10,049
-185
-2% -$1.57K ﹤0.01% 1985
2024
Q3 		$87.7K Sell
10,234
-109
-1% -$906 ﹤0.01% 1948
2024
Q2 		$84.3K Sell
10,343
-58
-0.6% -$482 ﹤0.01% 1895
2024
Q1 		$88.2K Buy
10,401
+115
+1% +$973 ﹤0.01% 1858
2023
Q4 		$86.8K Sell
10,286
-6,379
-38% -$49.9K ﹤0.01% 1839
2023
Q3 		$128K Hold
16,665
– – ﹤0.01% 1615
2023
Q2 		$136K Buy
16,665
+16,000
+2,406% +$128K ﹤0.01% 1605
2023
Q1 		$5.41K Sell
665
-7,276
-92% -$61.9K ﹤0.01% 2722
2022
Q4 		$64.4K Sell
7,941
-25,500
-76% -$211K ﹤0.01% 1834
2022
Q3 		$266K Sell
33,441
-99,136
-75% -$897K ﹤0.01% 1296
2022
Q2 		$1.19M Buy
132,577
+40,399
+44% +$379K ﹤0.01% 774
2022
Q1 		$940K Buy
92,178
+71,949
+356% +$743K ﹤0.01% 869
2021
Q4 		$222K Buy
20,229
+12,565
+164% +$140K ﹤0.01% 1392
2021
Q3 		$89K Buy
7,664
+5,571
+266% +$69.5K ﹤0.01% 1686
2021
Q2 		$27K Hold
2,093
– – ﹤0.01% 2074
2021
Q1 		$25K Sell
2,093
-56
-3% -$656 ﹤0.01% 1978
2020
Q4 		$25K Sell
2,149
-40
-2% -$428 ﹤0.01% 1885
2020
Q3 		$22K Sell
2,189
-2,319
-51% -$23.4K ﹤0.01% 1774
2020
Q2 		$44K Buy
4,508
+18
+0.4% +$165 ﹤0.01% 1489
2020
Q1 		$38K Buy
4,490
+2,325
+107% +$25.6K ﹤0.01% 1494
2019
Q4 		$26K Hold
2,165
– – ﹤0.01% 1663
2019
Q3 		$25K Buy
2,165
+159
+8% +$1.86K ﹤0.01% 1659
2019
Q2 		$24K Buy
2,006
+506
+34% +$5.91K ﹤0.01% 1656
2019
Q1 		$17K Sell
1,500
-1,793
-54% -$20.3K ﹤0.01% 1782
2018
Q4 		$36K Sell
3,293
-965
-23% -$10.6K ﹤0.01% 1379
2018
Q3 		$50K Sell
4,258
-3,032
-42% -$36.6K ﹤0.01% 1326
2018
Q2 		$86K Buy
7,290
+151
+2% +$1.81K ﹤0.01% 1047
2018
Q1 		$83K Buy
7,139
+35
+0.5% +$404 ﹤0.01% 1017
2017
Q4 		$83K Buy
7,104
+2,452
+53% +$29K ﹤0.01% 981
2017
Q3 		$56K Buy
+4,652
New +$56.2K ﹤0.01% 1075

Other funds holding PFL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its PIMCO Income Strategy Fund (PFL) stake by 16% in Q2 2026, selling an estimated $27.3K and leaving 17,940 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Northwestern Mutual Wealth Management first reported a position in PFL in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.19M in Q2 2022. 82 funds tracked by Wall St. Rank hold PFL as of Q2 2026.

  • Northwestern Mutual Wealth Management held 17,940 shares of PIMCO Income Strategy Fund worth $141K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 3,466 PIMCO Income Strategy Fund shares in Q2 2026, an estimated $27.3K.
  • PIMCO Income Strategy Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2131 holding.
  • Northwestern Mutual Wealth Management first reported a position in PIMCO Income Strategy Fund in Q3 2017 and has held it in 36 quarters since.
  • Northwestern Mutual Wealth Management's PIMCO Income Strategy Fund position peaked at $1.19M in Q2 2022.
  • 82 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2026.

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