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Advyzon Investment Management’s New Mountain Finance NMFC Stock Holding History

Advyzon Investment Management’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162K Sell
22,642
-88
-0.4% -$701 0.01% 747
2026
Q1 		$176K Buy
22,730
+6,650
+41% +$55.5K 0.02% 671
2025
Q4 		$148K Buy
16,080
+3,246
+25% +$30.6K 0.02% 568
2025
Q3 		$124K Buy
12,834
+897
+8% +$9.3K 0.02% 476
2025
Q2 		$126K Buy
+11,937
New +$123K 0.03% 379

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Advyzon Investment Management's NMFC Position: Q2 2026 in Review

Advyzon Investment Management reduced its New Mountain Finance (NMFC) stake by 0.39% in Q2 2026, selling an estimated $701 and leaving 22,642 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #747.

Advyzon Investment Management first reported a position in NMFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $176K in Q1 2026. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Advyzon Investment Management held 22,642 shares of New Mountain Finance worth $162K as of Q2 2026.
  • Advyzon Investment Management sold 88 New Mountain Finance shares in Q2 2026, an estimated $701.
  • New Mountain Finance made up 0.01% of Advyzon Investment Management's portfolio in Q2 2026, its #747 holding.
  • Advyzon Investment Management first reported a position in New Mountain Finance in Q2 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's New Mountain Finance position peaked at $176K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.