MGI
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Miller Global Investments’s New Mountain Finance NMFC Stock Holding History

Miller Global Investments’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 		$171K Hold
23,815
– – 0.14% 149
2026
Q1 		$185K Hold
23,815
– – 0.17% 131
2025
Q4 		$219K Buy
+23,815
New +$225K 0.2% 124

Other funds holding NMFC

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Miller Global Investments's NMFC Position: Q2 2026 in Review

Miller Global Investments held its New Mountain Finance (NMFC) position steady in Q2 2026 at 23,815 shares worth $171K. The position accounts for 0.14% of the portfolio, ranked #149.

Miller Global Investments first reported a position in NMFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 45 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Miller Global Investments held 23,815 shares of New Mountain Finance worth $171K as of Q2 2026.
  • Miller Global Investments left its New Mountain Finance share count unchanged in Q2 2026.
  • New Mountain Finance made up 0.14% of Miller Global Investments's portfolio in Q2 2026, its #149 holding.
  • Miller Global Investments first reported a position in New Mountain Finance in Q4 2025 and has held it in 3 quarters since.
  • Miller Global Investments's New Mountain Finance position peaked at $219K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.