Jones Financial Companies
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Jones Financial Companies’s New Mountain Finance NMFC Stock Holding History

Jones Financial Companies’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 		– Sell
-166
Closed -$1.25K – 5112
2026
Q1 		$1.25K Sell
166
-271
-62% -$2.26K ﹤0.01% 4294
2025
Q4 		$4.03K Buy
+437
New +$4.12K ﹤0.01% 3583

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DCM
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Cerity Partners
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NPT
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MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Jones Financial Companies's NMFC Position: Q2 2026 in Review

Jones Financial Companies sold out of New Mountain Finance (NMFC) in Q2 2026, closing a stake of 166 shares — an estimated $1.25K sold.

Jones Financial Companies first reported a position in NMFC in Q4 2025 and held it in 2 quarters. The position peaked at $4.03K in Q4 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Jones Financial Companies reported no remaining New Mountain Finance position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 166 New Mountain Finance shares in Q2 2026, an estimated $1.25K.
  • Jones Financial Companies first reported a position in New Mountain Finance in Q4 2025 and held it in 2 quarters.
  • Jones Financial Companies's New Mountain Finance position peaked at $4.03K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.