MFG
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Merit Financial Group’s New Mountain Finance NMFC Stock Holding History

Merit 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
2025
Q3 		– Sell
-143,499
Closed -$1.51M – 1840
2025
Q2 		$1.51M Sell
143,499
-117,073
-45% -$1.21M 0.02% 619
2025
Q1 		$2.87M Buy
260,572
+1,052
+0.4% +$12K 0.04% 334
2024
Q4 		$2.92M Sell
259,520
-1,249
-0.5% -$14.4K 0.05% 282
2024
Q3 		$3.12M Buy
260,769
+1,249
+0.5% +$15.2K 0.07% 221
2024
Q2 		$3.18M Hold
259,520
– – 0.07% 205
2024
Q1 		$3.3M Buy
+259,520
New +$3.3M 0.08% 199
2023
Q4 		– Sell
-78,616
Closed -$1.02M – 812
2023
Q3 		$1.02M Buy
+78,616
New +$1M 0.03% 315

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

Merit Financial Group's NMFC Position: Q3 2025 in Review

Merit Financial Group sold out of New Mountain Finance (NMFC) in Q3 2025, closing a stake of 143,499 shares — an estimated $1.51M sold.

Merit Financial Group first reported a position in NMFC in Q3 2023 and held it in 7 quarters. The position peaked at $3.3M in Q1 2024. 158 funds tracked by Wall St. Rank hold NMFC as of Q3 2025.

  • Merit Financial Group reported no remaining New Mountain Finance position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 143,499 New Mountain Finance shares in Q3 2025, an estimated $1.51M.
  • Merit Financial Group first reported a position in New Mountain Finance in Q3 2023 and held it in 7 quarters.
  • Merit Financial Group's New Mountain Finance position peaked at $3.3M in Q1 2024.
  • 158 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.