NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in AX — Axos Financial, Inc.
CIK 1141802
MILWAUKEE, WI
Position in AX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,187
+$529 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#345
of 381 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $140,579,546 across 139 Banks - Regional names. AX ranks #122 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,427,115 | $71,098,869 | |
| 2 | USB |
US Bancorp \De\
|
263,726 | $15,929,050 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
48,117 | $11,847,367 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,572 | $4,147,253 | |
| 5 | RF |
Regions Financial Corp
|
123,093 | $3,717,408 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
153,593 | $2,723,203 | |
| 7 | WSBC |
Wesbanco Inc
|
60,108 | $2,346,015 | |
| 8 | FHN |
First Horizon Corp
|
86,613 | $2,220,757 |
All Filings in AX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,187 | 43 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,658 | 43 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,791 | 44 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,533 | 89 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,269 | 43 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $349 | 5 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $314 | 5 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $285 | 5 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $492 | 13 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $3,876 | 105 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,822 | 100 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $12,870 | 376 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,585 | 100 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $4,639 | 100 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $5,591 | 100 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $5,154 | 100 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,639 | 100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,701 | 100 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,753 | 100 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,827 | 250 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,208 | 100 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,813 | 100 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||