Farther Finance Advisors’s New Mountain Finance NMFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$643K	Buy	83,500 +46,980	+129%	+$392K	0.01%	1229
2025 Q4	$336K	Sell	36,520 -7,060	-16%	-$66.6K	﹤0.01%	1571
2025 Q3	$420K	Sell	43,580 -4,564	-9%	-$47.3K	0.01%	1167
2025 Q2	$508K	Buy	48,144 +1,359	+3%	+$14K	0.01%	901
2025 Q1	$519K	Buy	46,785 +10,900	+30%	+$124K	0.01%	769
2024 Q4	$404K	Buy	35,885 +21,775	+154%	+$251K	0.01%	675
2024 Q3	$169K	Buy	+14,110	New	+$172K	0.01%	1063
2024 Q2	–	Sell	-82	Closed	-$1.03K	–	3904
2024 Q1	$1.03K	Sell	82 -379	-82%	-$4.83K	﹤0.01%	2758
2023 Q4	$5.86K	Sell	461 -3	-0.6%	-$38	﹤0.01%	1884
2023 Q3	$6.01K	Hold	464	–	–	﹤0.01%	1467
2023 Q2	$5.77K	Hold	464	–	–	﹤0.01%	1383
2023 Q1	$5.65K	Hold	464	–	–	﹤0.01%	1302
2022 Q4	$5.74K	Buy	+464	New	+$5.72K	﹤0.01%	1117