Larson Financial Group’s New Mountain Finance NMFC Stock Holding History

Larson Financial Group’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	$2.03K	Buy	283 +9	+3%	+$72	﹤0.01%	3108
2026 Q1	$2.13K	Buy	274 +11	+4%	+$92	﹤0.01%	2943
2025 Q4	$2.42K	Sell	263 -10,712	-98%	-$101K	﹤0.01%	2720
2025 Q3	$106K	Buy	10,975 +8	+0.1%	+$83	﹤0.01%	879
2025 Q2	$116K	Buy	10,967 +7	+0.1%	+$72	﹤0.01%	803
2025 Q1	$121K	Buy	10,960 +7	+0.1%	+$80	0.01%	751
2024 Q4	$123K	Buy	10,953 +10,727	+4,746%	+$124K	0.01%	681
2024 Q3	$2.7K	Sell	226 -554	-71%	-$6.76K	﹤0.01%	1802
2024 Q2	$9.54K	Buy	780 +571	+273%	+$7.16K	﹤0.01%	1278
2024 Q1	$2.65K	Hold	209	–	–	﹤0.01%	1315
2023 Q4	$2.66K	Hold	209	–	–	﹤0.01%	1318
2023 Q3	$2.71K	Hold	209	–	–	﹤0.01%	1298
2023 Q2	$2.6K	Buy	+209	New	+$2.52K	﹤0.01%	1226

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Larson Financial Group's NMFC Position: Q2 2026 in Review

Larson Financial Group increased its New Mountain Finance (NMFC) stake by 3.3% in Q2 2026, buying an estimated $72 and bringing the position to 283 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

Larson Financial Group first reported a position in NMFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $123K in Q4 2024. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Larson Financial Group held 283 shares of New Mountain Finance worth $2.03K as of Q2 2026.
Larson Financial Group bought 9 New Mountain Finance shares in Q2 2026, an estimated $72.
New Mountain Finance made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3108 holding.
Larson Financial Group first reported a position in New Mountain Finance in Q2 2023 and has held it in 13 quarters since.
Larson Financial Group's New Mountain Finance position peaked at $123K in Q4 2024.
144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

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