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LexAurum Advisors’s New Mountain Finance NMFC Stock Holding History

LexAurum 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
Q3 		$275K Buy
+28,500
New +$296K 0.04% 316

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 $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LexAurum Advisors's NMFC Position: Q3 2025 in Review

LexAurum Advisors opened a new position in New Mountain Finance (NMFC) in Q3 2025: 28,500 shares worth $275K. The stake represents 0.04% of the portfolio and ranks #316 among its holdings.

158 funds tracked by Wall St. Rank hold NMFC as of Q3 2025.

  • LexAurum Advisors held 28,500 shares of New Mountain Finance worth $275K as of Q3 2025.
  • New Mountain Finance was a new LexAurum Advisors position in Q3 2025.
  • New Mountain Finance made up 0.04% of LexAurum Advisors's portfolio in Q3 2025, its #316 holding.
  • 158 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2025.

Based on LexAurum Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.