First Horizon Advisors’s New Mountain Finance NMFC Stock Holding History

First Horizon 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
2025 Q2	$10.6K	Hold	1,000	–	–	﹤0.01%	1664
2025 Q1	$11K	Hold	1,000	–	–	﹤0.01%	1561
2024 Q4	$11.3K	Hold	1,000	–	–	﹤0.01%	1545
2024 Q3	$12K	Hold	1,000	–	–	﹤0.01%	1552
2024 Q2	$12.2K	Hold	1,000	–	–	﹤0.01%	1448
2024 Q1	$12.7K	Hold	1,000	–	–	﹤0.01%	1504
2023 Q4	$12.7K	Hold	1,000	–	–	﹤0.01%	1509
2023 Q3	$12.9K	Hold	1,000	–	–	﹤0.01%	1413
2023 Q2	$12.4K	Hold	1,000	–	–	﹤0.01%	1460
2023 Q1	$12.2K	Hold	1,000	–	–	﹤0.01%	1479
2022 Q4	$12.4K	Hold	1,000	–	–	﹤0.01%	1459
2022 Q3	$12K	Hold	1,000	–	–	﹤0.01%	1444
2022 Q2	$12K	Hold	1,000	–	–	﹤0.01%	1511
2022 Q1	$14K	Hold	1,000	–	–	﹤0.01%	996
2021 Q4	$14K	Hold	1,000	–	–	﹤0.01%	1420
2021 Q3	$13K	Buy	+1,000	New	+$13.4K	﹤0.01%	1434

Other funds holding NMFC

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

First Horizon Advisors's NMFC Position: Q2 2025 in Review

First Horizon Advisors held its New Mountain Finance (NMFC) position steady in Q2 2025 at 1,000 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

First Horizon Advisors first reported a position in NMFC in Q3 2021 and has held it in 16 quarters since. The position peaked at $14K in Q1 2022. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2025.

First Horizon Advisors held 1,000 shares of New Mountain Finance worth $10.6K as of Q2 2025.
First Horizon Advisors left its New Mountain Finance share count unchanged in Q2 2025.
New Mountain Finance made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1664 holding.
First Horizon Advisors first reported a position in New Mountain Finance in Q3 2021 and has held it in 16 quarters since.
First Horizon Advisors's New Mountain Finance position peaked at $14K in Q1 2022.
164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.