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Arkadios Wealth Advisors’s New Mountain Finance NMFC Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$124K Hold
16,000
– – ﹤0.01% 1611
2025
Q4 		$147K Hold
16,000
– – ﹤0.01% 1479
2025
Q3 		$154K Buy
+16,000
New +$166K ﹤0.01% 1379

Other funds holding NMFC

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Arkadios Wealth Advisors's NMFC Position: Q1 2026 in Review

Arkadios Wealth Advisors held its New Mountain Finance (NMFC) position steady in Q1 2026 at 16,000 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Arkadios Wealth Advisors first reported a position in NMFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $154K in Q3 2025. 154 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

  • Arkadios Wealth Advisors held 16,000 shares of New Mountain Finance worth $124K as of Q1 2026.
  • Arkadios Wealth Advisors left its New Mountain Finance share count unchanged in Q1 2026.
  • New Mountain Finance made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1611 holding.
  • Arkadios Wealth Advisors first reported a position in New Mountain Finance in Q3 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's New Mountain Finance position peaked at $154K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.