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Bay Colony Advisors’s New Mountain Finance NMFC Stock Holding History

Bay Colony 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
2025
Q4 		– Sell
-12,038
Closed -$116K – 525
2025
Q3 		$116K Buy
12,038
+120
+1% +$1.25K 0.01% 498
2025
Q2 		$126K Buy
+11,918
New +$123K 0.02% 454
2024
Q4 		– Sell
-18,334
Closed -$220K – 477
2024
Q3 		$220K Sell
18,334
-803
-4% -$9.8K 0.03% 382
2024
Q2 		$234K Sell
19,137
-567
-3% -$7.11K 0.04% 351
2024
Q1 		$250K Buy
19,704
+583
+3% +$7.42K 0.04% 326
2023
Q4 		$243K Buy
19,121
+441
+2% +$5.62K 0.05% 309
2023
Q3 		$242K Buy
18,680
+383
+2% +$4.88K 0.06% 278
2023
Q2 		$228K Buy
18,297
+552
+3% +$6.66K 0.05% 288
2023
Q1 		$217K Buy
17,745
+6,590
+59% +$82.9K 0.06% 289
2022
Q4 		$138K Buy
+11,155
New +$137K 0.04% 332
2018
Q3 		– Sell
-3,076
Closed -$42K – 660
2018
Q2 		$42K Buy
+3,076
New +$41.7K 0.03% 396

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Bay Colony Advisors's NMFC Position: Q4 2025 in Review

Bay Colony Advisors sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 12,038 shares — an estimated $116K sold.

Bay Colony Advisors first reported a position in NMFC in Q2 2018 and held it in 11 quarters. The position peaked at $250K in Q1 2024. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

  • Bay Colony Advisors reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 12,038 New Mountain Finance shares in Q4 2025, an estimated $116K.
  • Bay Colony Advisors first reported a position in New Mountain Finance in Q2 2018 and held it in 11 quarters.
  • Bay Colony Advisors's New Mountain Finance position peaked at $250K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

Based on Bay Colony Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.