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HB Wealth Management’s New Mountain Finance NMFC Stock Holding History

HB Wealth Management’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 		$87.5K Sell
12,206
-86,791
-88% -$691K ﹤0.01% 1662
2026
Q1 		$768K Sell
98,997
-2,357
-2% -$19.7K 0.01% 780
2025
Q4 		$933K Buy
+101,354
New +$956K 0.01% 653

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

HB Wealth Management's NMFC Position: Q2 2026 in Review

HB Wealth Management reduced its New Mountain Finance (NMFC) stake by 88% in Q2 2026, selling an estimated $691K and leaving 12,206 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

HB Wealth Management first reported a position in NMFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $933K in Q4 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • HB Wealth Management held 12,206 shares of New Mountain Finance worth $87.5K as of Q2 2026.
  • HB Wealth Management sold 86,791 New Mountain Finance shares in Q2 2026, an estimated $691K.
  • New Mountain Finance made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1662 holding.
  • HB Wealth Management first reported a position in New Mountain Finance in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's New Mountain Finance position peaked at $933K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.