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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

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DCM
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Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NPT
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MC
Muzinich & Co New York $293M AUM 18.57% 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. 144 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.
  • 144 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.