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Community Financial Services Group’s New Mountain Finance NMFC Stock Holding History

Community Financial Services Group’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 		$1.44K Hold
200
– – ﹤0.01% 495
2026
Q1 		$1.54K Buy
+200
New +$1.67K ﹤0.01% 423

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Community Financial Services Group's NMFC Position: Q2 2026 in Review

Community Financial Services Group held its New Mountain Finance (NMFC) position steady in Q2 2026 at 200 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Community Financial Services Group first reported a position in NMFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.54K in Q1 2026. 15 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Community Financial Services Group held 200 shares of New Mountain Finance worth $1.44K as of Q2 2026.
  • Community Financial Services Group left its New Mountain Finance share count unchanged in Q2 2026.
  • New Mountain Finance made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #495 holding.
  • Community Financial Services Group first reported a position in New Mountain Finance in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's New Mountain Finance position peaked at $1.54K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.