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PFG Investments’s New Mountain Finance NMFC Stock Holding History

PFG Investments’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 		$153K Sell
19,717
-883
-4% -$7.37K 0.01% 1098
2025
Q4 		$190K Sell
20,600
-8,971
-30% -$84.6K 0.01% 1029
2025
Q3 		$285K Sell
29,571
-2,152
-7% -$22.3K 0.01% 813
2025
Q2 		$335K Sell
31,723
-2,146
-6% -$22.1K 0.02% 691
2025
Q1 		$374K Sell
33,869
-1,421
-4% -$16.2K 0.02% 612
2024
Q4 		$397K Sell
35,290
-178
-0.5% -$2.05K 0.02% 592
2024
Q3 		$425K Sell
35,468
-4,026
-10% -$49.2K 0.03% 562
2024
Q2 		$483K Buy
39,494
+583
+1% +$7.31K 0.03% 459
2024
Q1 		$493K Buy
38,911
+21,622
+125% +$275K 0.03% 535
2023
Q4 		$220K Buy
17,289
+214
+1% +$2.73K 0.04% 423
2023
Q3 		$221K Buy
+17,075
New +$218K 0.04% 437

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $712M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return