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Atria Wealth Solutions’s New Mountain Finance NMFC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-23,968
Closed -$264K – 1750
2025
Q1 		$264K Sell
23,968
-2,986
-11% -$34K ﹤0.01% 1550
2024
Q4 		$304K Sell
26,954
-3,600
-12% -$41.5K ﹤0.01% 1541
2024
Q3 		$366K Sell
30,554
-5,400
-15% -$65.9K ﹤0.01% 1394
2024
Q2 		$440K Sell
35,954
-1,250
-3% -$15.7K ﹤0.01% 1305
2024
Q1 		$485K Buy
37,204
+250
+0.7% +$3.18K 0.01% 1285
2023
Q4 		$470K Hold
36,954
– – 0.01% 1244
2023
Q3 		$479K Buy
36,954
+3,000
+9% +$38.2K 0.01% 1151
2023
Q2 		$422K Sell
33,954
-1,000
-3% -$12.1K 0.01% 1238
2023
Q1 		$425K Sell
34,954
-1,000
-3% -$12.6K 0.01% 1220
2022
Q4 		$445K Buy
35,954
+2,500
+7% +$30.8K 0.01% 1147
2022
Q3 		$386K Buy
+33,454
New +$427K 0.01% 1165
2022
Q2 		– Sell
-33,099
Closed -$458K – 1808
2022
Q1 		$458K Buy
+33,099
New +$448K 0.01% 1113

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Atria Wealth Solutions's NMFC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of New Mountain Finance (NMFC) in Q2 2025, closing a stake of 23,968 shares — an estimated $264K sold.

Atria Wealth Solutions first reported a position in NMFC in Q1 2022 and held it in 12 quarters. The position peaked at $485K in Q1 2024. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining New Mountain Finance position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,968 New Mountain Finance shares in Q2 2025, an estimated $264K.
  • Atria Wealth Solutions first reported a position in New Mountain Finance in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's New Mountain Finance position peaked at $485K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.