Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s New Mountain Finance NMFC Stock Holding History

Cambridge Investment Research 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
Q2 		$671K Buy
93,524
+6,372
+7% +$50.7K ﹤0.01% 2680
2026
Q1 		$676K Sell
87,152
-36
-0% -$301 ﹤0.01% 2530
2025
Q4 		$803K Sell
87,188
-38,562
-31% -$364K ﹤0.01% 2287
2025
Q3 		$1.21M Sell
125,750
-29,754
-19% -$309K ﹤0.01% 1903
2025
Q2 		$1.64M Buy
155,504
+12,393
+9% +$128K 0.01% 1575
2025
Q1 		$1.58M Sell
143,111
-283
-0.2% -$3.23K 0.01% 1499
2024
Q4 		$1.61M Buy
143,394
+725
+0.5% +$8.36K 0.01% 1514
2024
Q3 		$1.71M Buy
142,669
+12,736
+10% +$155K 0.01% 1476
2024
Q2 		$1.59M Buy
129,933
+10,207
+9% +$128K 0.01% 1449
2024
Q1 		$1.52M Buy
119,726
+2,032
+2% +$25.9K 0.01% 1447
2023
Q4 		$1.5M Buy
117,694
+12,625
+12% +$161K 0.01% 1388
2023
Q3 		$1.36M Buy
105,069
+1,455
+1% +$18.5K 0.01% 1376
2023
Q2 		$1.29M Buy
103,614
+24,691
+31% +$298K 0.01% 1439
2023
Q1 		$960K Buy
78,923
+3,247
+4% +$40.9K ﹤0.01% 1602
2022
Q4 		$936K Buy
75,676
+2,646
+4% +$32.6K ﹤0.01% 1556
2022
Q3 		$842K Buy
73,030
+10,024
+16% +$128K ﹤0.01% 1588
2022
Q2 		$750K Sell
63,006
-10,944
-15% -$141K ﹤0.01% 1672
2022
Q1 		$1.02M Buy
73,950
+244
+0.3% +$3.3K ﹤0.01% 1562
2021
Q4 		$1.01M Buy
73,706
+10,582
+17% +$145K ﹤0.01% 1581
2021
Q3 		$840K Buy
63,124
+12,423
+25% +$166K ﹤0.01% 1666
2021
Q2 		$668K Buy
50,701
+37,292
+278% +$487K ﹤0.01% 1834
2021
Q1 		$166K Buy
+13,409
New +$164K ﹤0.01% 2683
2020
Q4 		– Sell
-11,763
Closed -$112K – 2761
2020
Q3 		$112K Sell
11,763
-375
-3% -$3.62K ﹤0.01% 2379
2020
Q2 		$113K Buy
+12,138
New +$99.7K ﹤0.01% 2307
2018
Q1 		– Sell
-10,026
Closed -$136K – 2208
2017
Q4 		$136K Sell
10,026
-3,676
-27% -$51.8K ﹤0.01% 2000
2017
Q3 		$195K Sell
13,702
-4,815
-26% -$68.4K ﹤0.01% 1836
2017
Q2 		$269K Sell
18,517
-1,018
-5% -$14.9K ﹤0.01% 1576
2017
Q1 		$291K Sell
19,535
-9,219
-32% -$135K 0.01% 1405
2016
Q4 		$405K Buy
28,754
+1,333
+5% +$18.4K 0.01% 1120
2016
Q3 		$377K Sell
27,421
-357
-1% -$4.88K 0.01% 1180
2016
Q2 		$358K Sell
27,778
-86
-0.3% -$1.07K 0.01% 1100
2016
Q1 		$352K Sell
27,864
-2,272
-8% -$27.6K 0.01% 1095
2015
Q4 		$392K Buy
30,136
+2,218
+8% +$30.5K 0.01% 987
2015
Q3 		$379K Buy
27,918
+3,155
+13% +$45.9K 0.01% 907
2015
Q2 		$359K Buy
24,763
+1,090
+5% +$16.2K 0.01% 970
2015
Q1 		$346K Buy
23,673
+5,242
+28% +$76.9K 0.01% 986
2014
Q4 		$275K Buy
18,431
+2,205
+14% +$32.5K 0.01% 1053
2014
Q3 		$238K Buy
16,226
+5,329
+49% +$79.6K 0.01% 1212
2014
Q2 		$162K Sell
10,897
-2,956
-21% -$42.4K 0.01% 1236
2014
Q1 		$202K Buy
+13,853
New +$206K 0.01% 1147

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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 $77.5B AUM 27.94% 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

Cambridge Investment Research Advisors's NMFC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its New Mountain Finance (NMFC) stake by 7.3% in Q2 2026, buying an estimated $50.7K and bringing the position to 93,524 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Cambridge Investment Research Advisors first reported a position in NMFC in Q1 2014 and has held it in 40 quarters since. The position peaked at $1.71M in Q3 2024. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Cambridge Investment Research Advisors held 93,524 shares of New Mountain Finance worth $671K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 6,372 New Mountain Finance shares in Q2 2026, an estimated $50.7K.
  • New Mountain Finance made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2680 holding.
  • Cambridge Investment Research Advisors first reported a position in New Mountain Finance in Q1 2014 and has held it in 40 quarters since.
  • Cambridge Investment Research Advisors's New Mountain Finance position peaked at $1.71M in Q3 2024.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.