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BFC Planning, Inc.’s New Mountain Finance NMFC Stock Holding History

BFC Planning, Inc.’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 		$273K Buy
38,120
+14,202
+59% +$113K 0.01% 828
2026
Q1 		$186K Sell
23,918
-1,962
-8% -$16.4K 0.01% 899
2025
Q4 		$238K Buy
+25,880
New +$244K 0.01% 811
2025
Q3 		– Sell
-114
Closed -$1.2K – 2947
2025
Q2 		$1.2K Hold
114
– – ﹤0.01% 2414
2025
Q1 		$1.26K Hold
114
– – ﹤0.01% 2405
2024
Q4 		$1.28K Buy
+114
New +$1.32K ﹤0.01% 2365

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Invesco
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Russell Investments Group
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Dimension Capital Management
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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
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

BFC Planning, Inc.'s NMFC Position: Q2 2026 in Review

BFC Planning, Inc. increased its New Mountain Finance (NMFC) stake by 59% in Q2 2026, buying an estimated $113K and bringing the position to 38,120 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #828.

BFC Planning, Inc. first reported a position in NMFC in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • BFC Planning, Inc. held 38,120 shares of New Mountain Finance worth $273K as of Q2 2026.
  • BFC Planning, Inc. bought 14,202 New Mountain Finance shares in Q2 2026, an estimated $113K.
  • New Mountain Finance made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #828 holding.
  • BFC Planning, Inc. first reported a position in New Mountain Finance in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.