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Key Client Fiduciary Advisors’s New Mountain Finance NMFC Stock Holding History

Key Client Fiduciary 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
Q4 		– Sell
-40,611
Closed -$391K – 233
2025
Q3 		$391K Buy
40,611
+671
+2% +$6.96K 0.13% 137
2025
Q2 		$421K Sell
39,940
-6,906
-15% -$71.2K 0.17% 123
2025
Q1 		$517K Sell
46,846
-2,541
-5% -$29K 0.24% 99
2024
Q4 		$556K Buy
49,387
+571
+1% +$6.59K 0.25% 95
2024
Q3 		$585K Sell
48,816
-430
-0.9% -$5.25K 0.26% 88
2024
Q2 		$603K Buy
49,246
+746
+2% +$9.35K 0.3% 79
2024
Q1 		$614K Sell
48,500
-750
-2% -$9.55K 0.33% 72
2023
Q4 		$626K Sell
49,250
-8,900
-15% -$113K 0.36% 66
2023
Q3 		$753K Buy
58,150
+12,161
+26% +$155K 0.46% 47
2023
Q2 		$572K Sell
45,989
-1,900
-4% -$22.9K 0.33% 67
2023
Q1 		$583K Sell
47,889
-9,400
-16% -$118K 0.36% 61
2022
Q4 		$709K Sell
57,289
-2,080
-4% -$25.6K 0.48% 49
2022
Q3 		$685K Sell
59,369
-12,225
-17% -$156K 0.62% 39
2022
Q2 		$853K Buy
71,594
+425
+0.6% +$5.47K 0.83% 31
2022
Q1 		$986K Buy
71,169
+31,064
+77% +$420K 0.78% 35
2021
Q4 		$549K Buy
+40,105
New +$548K 0.45% 55

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 $55.1B AUM 45.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Key Client Fiduciary Advisors's NMFC Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 40,611 shares — an estimated $391K sold.

Key Client Fiduciary Advisors first reported a position in NMFC in Q4 2021 and held it in 16 quarters. The position peaked at $986K in Q1 2022. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

  • Key Client Fiduciary Advisors reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 40,611 New Mountain Finance shares in Q4 2025, an estimated $391K.
  • Key Client Fiduciary Advisors first reported a position in New Mountain Finance in Q4 2021 and held it in 16 quarters.
  • Key Client Fiduciary Advisors's New Mountain Finance position peaked at $986K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.