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Lindbrook Capital’s New Mountain Finance NMFC Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-969
Closed -$10.9K – 2894
2024
Q4 		$10.9K Sell
969
-324,396
-100% -$3.74M ﹤0.01% 1612
2024
Q3 		$3.9M Buy
325,365
+2,389
+0.7% +$29.2K 0.35% 46
2024
Q2 		$3.95M Sell
322,976
-64,344
-17% -$806K 0.37% 46
2024
Q1 		$4.91M Sell
387,320
-5,965
-2% -$76K 0.46% 41
2023
Q4 		$5M Buy
393,285
+110
+0% +$1.4K 0.5% 36
2023
Q3 		$5.09M Buy
393,175
+16,750
+4% +$214K 0.57% 30
2023
Q2 		$4.68M Buy
376,425
+19,027
+5% +$230K 0.5% 34
2023
Q1 		$4.35M Buy
357,398
+5,750
+2% +$72.4K 0.51% 36
2022
Q4 		$4.35M Buy
+351,648
New +$4.33M 0.54% 32
2022
Q3 		– Sell
-200
Closed -$2K – 2816
2022
Q2 		$2K Hold
200
– – ﹤0.01% 2006
2022
Q1 		$3K Buy
+200
New +$2.71K ﹤0.01% 1850
2020
Q2 		– Sell
-2,700
Closed -$18K – 1835
2020
Q1 		$18K Buy
+2,700
New +$33.3K 0.01% 580

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $133B AUM 72.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Lindbrook Capital's NMFC Position: Q1 2025 in Review

Lindbrook Capital sold out of New Mountain Finance (NMFC) in Q1 2025, closing a stake of 969 shares — an estimated $10.9K sold.

Lindbrook Capital first reported a position in NMFC in Q1 2020 and held it in 12 quarters. The position peaked at $5.09M in Q3 2023. 165 funds tracked by Wall St. Rank hold NMFC as of Q1 2025.

  • Lindbrook Capital reported no remaining New Mountain Finance position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 969 New Mountain Finance shares in Q1 2025, an estimated $10.9K.
  • Lindbrook Capital first reported a position in New Mountain Finance in Q1 2020 and held it in 12 quarters.
  • Lindbrook Capital's New Mountain Finance position peaked at $5.09M in Q3 2023.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.