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Integrated Wealth Concepts’s New Mountain Finance NMFC Stock Holding History

Integrated Wealth Concepts’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 		$26.5K Buy
+3,700
New +$29.5K ﹤0.01% 3865

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 $77.5B AUM 27.94% 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

Integrated Wealth Concepts's NMFC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in New Mountain Finance (NMFC) in Q2 2026: 3,700 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #3865 among its holdings.

144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Integrated Wealth Concepts held 3,700 shares of New Mountain Finance worth $26.5K as of Q2 2026.
  • New Mountain Finance was a new Integrated Wealth Concepts position in Q2 2026.
  • New Mountain Finance made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3865 holding.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

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