First Affirmative Financial Network’s New Mountain Finance NMFC Stock Holding History

First Affirmative Financial Network’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 Q1	$159K	Buy	+20,515	New	+$171K	0.06%	310

Other funds holding NMFC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

First Affirmative Financial Network's NMFC Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in New Mountain Finance (NMFC) in Q1 2026: 20,515 shares worth $159K. The stake represents 0.06% of the portfolio and ranks #310 among its holdings.

155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

First Affirmative Financial Network held 20,515 shares of New Mountain Finance worth $159K as of Q1 2026.
New Mountain Finance was a new First Affirmative Financial Network position in Q1 2026.
New Mountain Finance made up 0.06% of First Affirmative Financial Network's portfolio in Q1 2026, its #310 holding.
155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.