Cetera Investment Advisers
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Cetera Investment Advisers’s New Mountain Finance NMFC Stock Holding History

Cetera Investment Advisers’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 		$321K Buy
44,741
+615
+1% +$4.9K ﹤0.01% 4098
2026
Q1 		$342K Buy
44,126
+564
+1% +$4.71K ﹤0.01% 3863
2025
Q4 		$401K Buy
43,562
+1,208
+3% +$11.4K ﹤0.01% 3636
2025
Q3 		$408K Buy
42,354
+7,190
+20% +$74.6K ﹤0.01% 3537
2025
Q2 		$371K Buy
35,164
+11,018
+46% +$114K ﹤0.01% 3208
2025
Q1 		$266K Buy
24,146
+11,754
+95% +$134K ﹤0.01% 3374
2024
Q4 		$140K Sell
12,392
-1,536
-11% -$17.7K ﹤0.01% 3516
2024
Q3 		$167K Sell
13,928
-105
-0.7% -$1.28K ﹤0.01% 3434
2024
Q2 		$172K Buy
14,033
+1,874
+15% +$23.5K ﹤0.01% 3405
2024
Q1 		$154K Buy
+12,159
New +$155K ﹤0.01% 3419
2023
Q3 		– Sell
-221,458
Closed -$2.75M – 2268
2023
Q2 		$2.75M Buy
221,458
+18,505
+9% +$223K 0.02% 635
2023
Q1 		$2.47M Buy
202,953
+9,143
+5% +$115K 0.02% 663
2022
Q4 		$2.4M Buy
193,810
+105,130
+119% +$1.3M 0.02% 629
2022
Q3 		$1.02M Buy
88,680
+5,513
+7% +$70.4K 0.02% 702
2022
Q2 		$991K Buy
83,167
+6,629
+9% +$85.4K 0.02% 796
2022
Q1 		$1.06M Buy
76,538
+11,622
+18% +$157K 0.02% 804
2021
Q4 		$889K Buy
64,916
+3,293
+5% +$45K 0.01% 856
2021
Q3 		$820K Sell
61,623
-2,453
-4% -$32.8K 0.01% 857
2021
Q2 		$844K Buy
+64,076
New +$837K 0.01% 845
2021
Q1 		– Sell
-55,114
Closed -$626K – 1676
2020
Q4 		$626K Buy
+55,114
New +$592K 0.01% 864

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 $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

Cetera Investment Advisers's NMFC Position: Q2 2026 in Review

Cetera Investment Advisers increased its New Mountain Finance (NMFC) stake by 1.4% in Q2 2026, buying an estimated $4.9K and bringing the position to 44,741 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #4098.

Cetera Investment Advisers first reported a position in NMFC in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.75M in Q2 2023. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Cetera Investment Advisers held 44,741 shares of New Mountain Finance worth $321K as of Q2 2026.
  • Cetera Investment Advisers bought 615 New Mountain Finance shares in Q2 2026, an estimated $4.9K.
  • New Mountain Finance made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4098 holding.
  • Cetera Investment Advisers first reported a position in New Mountain Finance in Q4 2020 and has held it in 20 quarters since.
  • Cetera Investment Advisers's New Mountain Finance position peaked at $2.75M in Q2 2023.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.