Newbridge Financial Services Group’s New Mountain Finance NMFC Stock Holding History

Newbridge Financial Services 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
2026 Q1	–	Sell	-485	Closed	-$4.47K	–	1229
2025 Q4	$4.47K	Hold	485	–	–	﹤0.01%	912
2025 Q3	$4.67K	Hold	485	–	–	﹤0.01%	1032
2025 Q2	$5.12K	Buy	+485	New	+$5K	﹤0.01%	1022
2021 Q3	–	Sell	-485	Closed	-$6K	–	1544
2021 Q2	$6K	Hold	485	–	–	﹤0.01%	1087
2021 Q1	$6K	Hold	485	–	–	﹤0.01%	1004
2020 Q4	$6K	Hold	485	–	–	﹤0.01%	820
2020 Q3	$5K	Buy	+485	New	+$4.68K	﹤0.01%	808

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Newbridge Financial Services Group's NMFC Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of New Mountain Finance (NMFC) in Q1 2026, closing a stake of 485 shares — an estimated $4.47K sold.

Newbridge Financial Services Group first reported a position in NMFC in Q3 2020 and held it in 7 quarters. The position peaked at $6K in Q2 2021. 155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

Newbridge Financial Services Group reported no remaining New Mountain Finance position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 485 New Mountain Finance shares in Q1 2026, an estimated $4.47K.
Newbridge Financial Services Group first reported a position in New Mountain Finance in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's New Mountain Finance position peaked at $6K in Q2 2021.
155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.