Apella Capital’s New Mountain Finance NMFC Stock Holding History

Apella Capital’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 Q3	$118K	Hold	17,525	–	–	﹤0.01%	767
2026 Q2	$124K	Hold	17,525	–	–	﹤0.01%	690
2026 Q1	$149K	Hold	17,525	–	–	﹤0.01%	655
2025 Q4	$161K	Buy	+17,525	New	+$165K	﹤0.01%	522

Other funds holding NMFC

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Apella Capital's NMFC Position: Q3 2026 in Review

Apella Capital held its New Mountain Finance (NMFC) position steady in Q3 2026 at 17,525 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Apella Capital first reported a position in NMFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $161K in Q4 2025. 5 funds tracked by Wall St. Rank hold NMFC as of Q3 2026.

Apella Capital held 17,525 shares of New Mountain Finance worth $118K as of Q3 2026.
Apella Capital left its New Mountain Finance share count unchanged in Q3 2026.
New Mountain Finance made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #767 holding.
Apella Capital first reported a position in New Mountain Finance in Q4 2025 and has held it in 4 quarters since.
Apella Capital's New Mountain Finance position peaked at $161K in Q4 2025.
5 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.