SG Americas Securities
NMFC icon

SG Americas Securities’s New Mountain Finance NMFC Stock Holding History

SG Americas Securities’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 		– Sell
-15,693
Closed -$122K – 3580
2026
Q1 		$122K Buy
+15,693
New +$131K ﹤0.01% 2862
2025
Q4 		– Sell
-11,216
Closed -$108K – 3709
2025
Q3 		$108K Buy
+11,216
New +$116K ﹤0.01% 3050
2023
Q3 		– Sell
-39,350
Closed -$490K – 3204
2023
Q2 		$490K Buy
+39,350
New +$475K ﹤0.01% 1400

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

SG Americas Securities's NMFC Position: Q2 2026 in Review

SG Americas Securities sold out of New Mountain Finance (NMFC) in Q2 2026, closing a stake of 15,693 shares — an estimated $122K sold.

SG Americas Securities first reported a position in NMFC in Q2 2023 and held it in 3 quarters. The position peaked at $490K in Q2 2023. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • SG Americas Securities reported no remaining New Mountain Finance position as of Q2 2026 after selling out during the quarter.
  • SG Americas Securities sold 15,693 New Mountain Finance shares in Q2 2026, an estimated $122K.
  • SG Americas Securities first reported a position in New Mountain Finance in Q2 2023 and held it in 3 quarters.
  • SG Americas Securities's New Mountain Finance position peaked at $490K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.