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

Farther Finance 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
Q3 		$1.02M Buy
147,836
+32,736
+28% +$237K 0.01% 1118
2026
Q2 		$825K Buy
115,100
+31,600
+38% +$252K 0.01% 1219
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 – 3892
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

Other funds holding NMFC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Farther Finance Advisors's NMFC Position: Q3 2026 in Review

Farther Finance Advisors increased its New Mountain Finance (NMFC) stake by 28% in Q3 2026, buying an estimated $237K and bringing the position to 147,836 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1118.

Farther Finance Advisors first reported a position in NMFC in Q4 2022 and has held it in 15 quarters since. 5 funds tracked by Wall St. Rank hold NMFC as of Q3 2026.

  • Farther Finance Advisors held 147,836 shares of New Mountain Finance worth $1.02M as of Q3 2026.
  • Farther Finance Advisors bought 32,736 New Mountain Finance shares in Q3 2026, an estimated $237K.
  • New Mountain Finance made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1118 holding.
  • Farther Finance Advisors first reported a position in New Mountain Finance in Q4 2022 and has held it in 15 quarters since.
  • 5 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.