NewEdge Wealth’s New Mountain Finance NMFC Stock Holding History

NewEdge Wealth’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	$240K	Buy	33,415 +3,058	+10%	+$24.3K	﹤0.01%	1117
2026 Q1	$236K	Hold	30,357	–	–	﹤0.01%	1036
2025 Q4	$280K	Buy	30,357 +357	+1%	+$3.37K	﹤0.01%	1049
2025 Q3	$290K	Hold	30,000	–	–	﹤0.01%	884
2025 Q2	$306K	Hold	30,000	–	–	﹤0.01%	828
2025 Q1	$331K	Hold	30,000	–	–	0.01%	748
2024 Q4	$338K	Hold	30,000	–	–	0.01%	730
2024 Q3	$359K	Hold	30,000	–	–	0.01%	683
2024 Q2	$367K	Hold	30,000	–	–	0.01%	606
2024 Q1	$379K	Hold	30,000	–	–	0.01%	618
2023 Q4	$382K	Buy	+30,000	New	+$382K	0.01%	561

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 $72.2B AUM 27.85% 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

NewEdge Wealth's NMFC Position: Q2 2026 in Review

NewEdge Wealth increased its New Mountain Finance (NMFC) stake by 10% in Q2 2026, buying an estimated $24.3K and bringing the position to 33,415 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

NewEdge Wealth first reported a position in NMFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $382K in Q4 2023. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

NewEdge Wealth held 33,415 shares of New Mountain Finance worth $240K as of Q2 2026.
NewEdge Wealth bought 3,058 New Mountain Finance shares in Q2 2026, an estimated $24.3K.
New Mountain Finance made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1117 holding.
NewEdge Wealth first reported a position in New Mountain Finance in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's New Mountain Finance position peaked at $382K in Q4 2023.
144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.