Kestra Advisory Services’s New Mountain Finance NMFC Stock Holding History

Kestra Advisory Services’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 Q2	$513K	Sell
2025 Q1	$697K	Sell
2024 Q4	$777K	Buy
2024 Q3	$759K	Buy
2024 Q2	$698K	Buy
2024 Q1	$703K	Buy
2023 Q4	$235K	Buy
2023 Q3	$183K	Buy
2021 Q1	–	Sell
2020 Q4	$188K	Buy