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NewEdge Advisors’s New Mountain Finance NMFC Stock Holding History

NewEdge 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 		$8.71K Sell
1,215
-482
-28% -$3.84K ﹤0.01% 3569
2026
Q1 		$13.2K Hold
1,697
– – ﹤0.01% 3323
2025
Q4 		$15.6K Sell
1,697
-348
-17% -$3.28K ﹤0.01% 3325
2025
Q3 		$19.7K Hold
2,045
– – ﹤0.01% 3127
2025
Q2 		$21.6K Sell
2,045
-22
-1% -$227 ﹤0.01% 2929
2025
Q1 		$22.8K Hold
2,067
– – ﹤0.01% 2820
2024
Q4 		$23.3K Hold
2,067
– – ﹤0.01% 2766
2024
Q3 		$24.8K Hold
2,067
– – ﹤0.01% 2659
2024
Q2 		$25.3K Sell
2,067
-360
-15% -$4.51K ﹤0.01% 2556
2024
Q1 		$30.7K Hold
2,427
– – ﹤0.01% 2469
2023
Q4 		$30.9K Buy
2,427
+360
+17% +$4.59K ﹤0.01% 2404
2023
Q3 		$26.8K Hold
2,067
– – ﹤0.01% 2296
2023
Q2 		$25.7K Buy
+2,067
New +$24.9K ﹤0.01% 2306
2023
Q1 		– Sell
-2,067
Closed -$26K – 2254
2022
Q4 		$26 Buy
+2,067
New +$25.5K ﹤0.01% 3566
2017
Q3 		– Sell
-2,143
Closed -$30.6K – 855
2017
Q2 		$30.6K Buy
+2,143
New +$31.3K 0.01% 618

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

NewEdge Advisors's NMFC Position: Q2 2026 in Review

NewEdge Advisors reduced its New Mountain Finance (NMFC) stake by 28% in Q2 2026, selling an estimated $3.84K and leaving 1,215 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3569.

NewEdge Advisors first reported a position in NMFC in Q2 2017 and has held it in 15 quarters since. The position peaked at $30.9K in Q4 2023. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • NewEdge Advisors held 1,215 shares of New Mountain Finance worth $8.71K as of Q2 2026.
  • NewEdge Advisors sold 482 New Mountain Finance shares in Q2 2026, an estimated $3.84K.
  • New Mountain Finance made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3569 holding.
  • NewEdge Advisors first reported a position in New Mountain Finance in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's New Mountain Finance position peaked at $30.9K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.