NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1141802
MILWAUKEE, WI
Position in BTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,153
-$1,079 QoQ
Shares Held
80
-32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 84 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $282,770,184 across 253 Asset Management names. BTO ranks #235 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,352,007 | $40,790,051 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
2,781,441 | $36,186,547 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
2,723,452 | $32,763,127 | |
| 4 | BLK |
BlackRock, Inc.
|
26,460 | $25,442,877 | |
| 5 | BX |
Blackstone Inc.
|
139,717 | $16,440,499 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
651,048 | $10,872,501 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
217,958 | $8,768,450 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
166,260 | $7,081,013 |
All Filings in BTO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,153 | 80 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,232 | 118 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,402 | 154 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,540 | 154 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,538 | 354 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,026 | 206 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,317 | 149 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,841 | 146 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,240 | 80 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $2,366 | 80 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,406 | 80 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $27,336 | 1,041 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,298 | 645 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $54,513 | 1,785 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $39,805 | 1,195 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $20,356 | 645 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,948 | 645 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,216 | 80 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $3,773 | 81 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $3,401 | 80 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,003 | 80 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $75,150 | 1,955 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $98,212 | 3,236 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $84,177 | 3,928 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,836 | 80 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||