Focus Partners Wealth
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Focus Partners Wealth’s New Mountain Finance NMFC Stock Holding History

Focus Partners Wealth’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 		$2.99M Buy
417,618
+82,833
+25% +$659K ﹤0.01% 1172
2026
Q1 		$2.6M Buy
334,785
+17,596
+6% +$147K ﹤0.01% 1196
2025
Q4 		$2.92M Buy
+317,189
New +$2.99M ﹤0.01% 1169
2025
Q1 		– Sell
-20,999
Closed -$236K – 1997
2024
Q4 		$236K Buy
+20,999
New +$242K ﹤0.01% 1657

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Cerity Partners
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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Focus Partners Wealth's NMFC Position: Q2 2026 in Review

Focus Partners Wealth increased its New Mountain Finance (NMFC) stake by 25% in Q2 2026, buying an estimated $659K and bringing the position to 417,618 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Focus Partners Wealth first reported a position in NMFC in Q4 2024 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Focus Partners Wealth held 417,618 shares of New Mountain Finance worth $2.99M as of Q2 2026.
  • Focus Partners Wealth bought 82,833 New Mountain Finance shares in Q2 2026, an estimated $659K.
  • New Mountain Finance made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1172 holding.
  • Focus Partners Wealth first reported a position in New Mountain Finance in Q4 2024 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.