Mission Wealth Management’s New Mountain Finance NMFC Stock Holding History

Mission Wealth Management’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	$71.7K	Buy	+10,000	New	+$79.6K	﹤0.01%	1054

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

Mission Wealth Management's NMFC Position: Q2 2026 in Review

Mission Wealth Management opened a new position in New Mountain Finance (NMFC) in Q2 2026: 10,000 shares worth $71.7K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings.

144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Mission Wealth Management held 10,000 shares of New Mountain Finance worth $71.7K as of Q2 2026.
New Mountain Finance was a new Mission Wealth Management position in Q2 2026.
New Mountain Finance made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1054 holding.
144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.