EverSource Wealth Advisors’s New Mountain Finance NMFC Stock Holding History

EverSource Wealth 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	$2.21K	Hold	308	–	–	﹤0.01%	3687
2026 Q1	$2.39K	Hold	308	–	–	﹤0.01%	3583
2025 Q4	$2.84K	Hold	308	–	–	﹤0.01%	3360
2025 Q3	$2.97K	Hold	308	–	–	﹤0.01%	3380
2025 Q2	$3.25K	Hold	308	–	–	﹤0.01%	3323
2025 Q1	$3.4K	Sell	308 -617	-67%	-$7.04K	﹤0.01%	2679
2024 Q4	$10.4K	Hold	925	–	–	﹤0.01%	1967
2024 Q3	$11.1K	Hold	925	–	–	﹤0.01%	1805
2024 Q2	$11.5K	Hold	925	–	–	﹤0.01%	1779
2024 Q1	$11.6K	Hold	925	–	–	﹤0.01%	1611
2023 Q4	$11.8K	Hold	925	–	–	﹤0.01%	1490
2023 Q3	$12K	Hold	925	–	–	﹤0.01%	1351
2023 Q2	$11.5K	Hold	925	–	–	﹤0.01%	1385
2023 Q1	$11.3K	Hold	925	–	–	﹤0.01%	1306
2022 Q4	$11.4K	Buy	+925	New	+$11.4K	﹤0.01%	1281

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

EverSource Wealth Advisors's NMFC Position: Q2 2026 in Review

EverSource Wealth Advisors held its New Mountain Finance (NMFC) position steady in Q2 2026 at 308 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3687.

EverSource Wealth Advisors first reported a position in NMFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $12K in Q3 2023. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

EverSource Wealth Advisors held 308 shares of New Mountain Finance worth $2.21K as of Q2 2026.
EverSource Wealth Advisors left its New Mountain Finance share count unchanged in Q2 2026.
New Mountain Finance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3687 holding.
EverSource Wealth Advisors first reported a position in New Mountain Finance in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's New Mountain Finance position peaked at $12K in Q3 2023.
144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.