Sanctuary Advisors’s New Mountain Finance NMFC Stock Holding History

Sanctuary 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	$217K	Hold	30,292	–	–	﹤0.01%	2570
2026 Q1	$235K	Sell	30,292 -134	-0.4%	-$1.12K	﹤0.01%	2259
2025 Q4	$280K	Sell	30,426 -77	-0.3%	-$726	﹤0.01%	2067
2025 Q3	$294K	Buy	30,503 +22	+0.1%	+$228	﹤0.01%	2015
2025 Q2	$322K	Sell	30,481 -211	-0.7%	-$2.18K	﹤0.01%	1873
2025 Q1	$339K	Sell	30,692 -1,262	-4%	-$14.4K	﹤0.01%	1721
2024 Q4	$370K	Sell	31,954 -54	-0.2%	-$623	﹤0.01%	1873
2024 Q3	$376K	Buy	32,008 +232	+0.7%	+$2.83K	﹤0.01%	1875
2024 Q2	$404K	Buy	+31,776	New	+$398K	﹤0.01%	1778

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 $77.5B AUM 27.94% 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

Sanctuary Advisors's NMFC Position: Q2 2026 in Review

Sanctuary Advisors held its New Mountain Finance (NMFC) position steady in Q2 2026 at 30,292 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Sanctuary Advisors first reported a position in NMFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $404K in Q2 2024. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Sanctuary Advisors held 30,292 shares of New Mountain Finance worth $217K as of Q2 2026.
Sanctuary Advisors left its New Mountain Finance share count unchanged in Q2 2026.
New Mountain Finance made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2570 holding.
Sanctuary Advisors first reported a position in New Mountain Finance in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's New Mountain Finance position peaked at $404K in Q2 2024.
144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

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