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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
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

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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

Apella Capital's NMFC Position: Q2 2026 in Review

Apella Capital held its New Mountain Finance (NMFC) position steady in Q2 2026 at 17,525 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Apella Capital first reported a position in NMFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $161K in Q4 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Apella Capital held 17,525 shares of New Mountain Finance worth $124K as of Q2 2026.
  • Apella Capital left its New Mountain Finance share count unchanged in Q2 2026.
  • New Mountain Finance made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #690 holding.
  • Apella Capital first reported a position in New Mountain Finance in Q4 2025 and has held it in 3 quarters since.
  • Apella Capital's New Mountain Finance position peaked at $161K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.