MA
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Mutual Advisors’s New Mountain Finance NMFC Stock Holding History

Mutual 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
2026
Q2 		$421K Buy
58,707
+998
+2% +$7.95K 0.01% 1022
2026
Q1 		$448K Buy
57,709
+2,567
+5% +$21.4K 0.01% 933
2025
Q4 		$508K Sell
55,142
-2,173
-4% -$20.5K 0.01% 866
2025
Q3 		$543K Sell
57,315
-2,638
-4% -$27.4K 0.01% 815
2025
Q2 		$635K Buy
59,953
+27,894
+87% +$288K 0.02% 674
2025
Q1 		$325K Sell
32,059
-370
-1% -$4.22K 0.01% 882
2024
Q4 		$364K Sell
32,429
-264
-0.8% -$3.04K 0.01% 824
2024
Q3 		$379K Buy
32,693
+846
+3% +$10.3K 0.01% 805
2024
Q2 		$396K Buy
31,847
+6,708
+27% +$84.1K 0.01% 792
2024
Q1 		$319K Sell
25,139
-107
-0.4% -$1.36K 0.01% 844
2023
Q4 		$321K Buy
25,246
+1,200
+5% +$15.3K 0.01% 801
2023
Q3 		$311K Buy
24,046
+333
+1% +$4.25K 0.01% 764
2023
Q2 		$295K Sell
23,713
-343
-1% -$4.14K 0.01% 810
2023
Q1 		$293K Sell
24,056
-1,263
-5% -$15.9K 0.01% 786
2022
Q4 		$313K Buy
25,319
+611
+2% +$7.53K 0.01% 730
2022
Q3 		$285K Sell
24,708
-620
-2% -$7.91K 0.01% 723
2022
Q2 		$302K Sell
25,328
-574
-2% -$7.39K 0.02% 669
2022
Q1 		$359K Buy
25,902
+787
+3% +$10.6K 0.02% 662
2021
Q4 		$344K Sell
25,115
-113
-0.4% -$1.54K 0.02% 690
2021
Q3 		$336K Buy
25,228
+223
+0.9% +$2.98K 0.02% 683
2021
Q2 		$329K Sell
25,005
-493
-2% -$6.44K 0.02% 659
2021
Q1 		$316K Sell
25,498
-461
-2% -$5.62K 0.02% 620
2020
Q4 		$295K Buy
+25,959
New +$279K 0.02% 607

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Cerity Partners
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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Mutual Advisors's NMFC Position: Q2 2026 in Review

Mutual Advisors increased its New Mountain Finance (NMFC) stake by 1.7% in Q2 2026, buying an estimated $7.95K and bringing the position to 58,707 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #1022.

Mutual Advisors first reported a position in NMFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $635K in Q2 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Mutual Advisors held 58,707 shares of New Mountain Finance worth $421K as of Q2 2026.
  • Mutual Advisors bought 998 New Mountain Finance shares in Q2 2026, an estimated $7.95K.
  • New Mountain Finance made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1022 holding.
  • Mutual Advisors first reported a position in New Mountain Finance in Q4 2020 and has held it in 23 quarters since.
  • Mutual Advisors's New Mountain Finance position peaked at $635K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.