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IFP Advisors’s New Mountain Finance NMFC Stock Holding History

IFP 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
Q3 		– Sell
-297
Closed -$3.13K – 4901
2025
Q2 		$3.13K Hold
297
– – ﹤0.01% 3672
2025
Q1 		$3.28K Hold
297
– – ﹤0.01% 2986
2024
Q4 		$3.34K Hold
297
– – ﹤0.01% 2933
2024
Q3 		$3.56K Sell
297
-7,228
-96% -$88.2K ﹤0.01% 2775
2024
Q2 		$92.1K Buy
7,525
+150
+2% +$1.88K ﹤0.01% 1404
2024
Q1 		$93.4K Hold
7,375
– – ﹤0.01% 1320
2023
Q4 		$93.8K Buy
7,375
+659
+10% +$8.4K ﹤0.01% 1279
2023
Q3 		$87K Sell
6,716
-201
-3% -$2.56K ﹤0.01% 1324
2023
Q2 		$86K Buy
6,917
+201
+3% +$2.42K ﹤0.01% 1380
2023
Q1 		$93.4K Sell
6,716
-1,870
-22% -$23.5K ﹤0.01% 1282
2022
Q4 		$119K Buy
8,586
+7,389
+617% +$91K ﹤0.01% 1654
2022
Q3 		$17K Hold
1,197
– – ﹤0.01% 3242
2022
Q2 		$17K Hold
1,197
– – ﹤0.01% 2997
2022
Q1 		$17K Buy
+1,197
New +$16.2K ﹤0.01% 2997
2019
Q1 		$154K Sell
11,482
-1,374
-11% -$18.7K 0.02% 543
2018
Q4 		$163K Buy
12,856
+3,642
+40% +$48.2K 0.01% 950
2018
Q3 		$124K Buy
9,214
+708
+8% +$9.8K 0.01% 1350
2018
Q2 		$116K Sell
8,506
-1,809
-18% -$24.5K ﹤0.01% 1392
2018
Q1 		$140K Hold
10,315
– – 0.01% 1176
2017
Q4 		$140K Buy
10,315
+7,115
+222% +$100K 0.01% 1184
2017
Q3 		$46K Sell
3,200
-730
-19% -$10.4K ﹤0.01% 2040
2017
Q2 		$57K Sell
3,930
-100
-2% -$1.46K ﹤0.01% 1884
2017
Q1 		$60K Hold
4,030
– – ﹤0.01% 1821
2016
Q4 		$57K Sell
4,030
-928
-19% -$12.8K ﹤0.01% 1804
2016
Q3 		$68K Buy
4,958
+1,508
+44% +$20.6K ﹤0.01% 1612
2016
Q2 		$45K Sell
3,450
-8,032
-70% -$100K ﹤0.01% 1832
2016
Q1 		$154K Buy
11,482
+10,482
+1,048% +$127K 0.02% 543
2015
Q4 		$13K Buy
+1,000
New +$13.7K ﹤0.01% 2432

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's NMFC Position: Q3 2025 in Review

IFP Advisors sold out of New Mountain Finance (NMFC) in Q3 2025, closing a stake of 297 shares — an estimated $3.13K sold.

IFP Advisors first reported a position in NMFC in Q4 2015 and held it in 28 quarters. The position peaked at $163K in Q4 2018. 158 funds tracked by Wall St. Rank hold NMFC as of Q3 2025.

  • IFP Advisors reported no remaining New Mountain Finance position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 297 New Mountain Finance shares in Q3 2025, an estimated $3.13K.
  • IFP Advisors first reported a position in New Mountain Finance in Q4 2015 and held it in 28 quarters.
  • IFP Advisors's New Mountain Finance position peaked at $163K in Q4 2018.
  • 158 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.