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Sowell Financial Services’s New Mountain Finance NMFC Stock Holding History

Sowell Financial Services’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
-11,488
Closed -$89.1K – 1202
2026
Q1 		$89.1K Sell
11,488
-1,479
-11% -$12.4K ﹤0.01% 1102
2025
Q4 		$119K Buy
+12,967
New +$122K ﹤0.01% 1080
2021
Q1 		– Sell
-1,000
Closed -$11K – 3235
2020
Q4 		$11K Sell
1,000
-240
-19% -$2.58K ﹤0.01% 1968
2020
Q3 		$12K Buy
1,240
+1,000
+417% +$9.65K ﹤0.01% 1754
2020
Q2 		$2K Hold
240
– – ﹤0.01% 2188
2020
Q1 		$2K Hold
240
– – ﹤0.01% 2094
2019
Q4 		$3K Hold
240
– – ﹤0.01% 2080
2019
Q3 		$3K Buy
+240
New +$3.27K ﹤0.01% 1955

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Invesco
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Russell Investments Group
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DCM
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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
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MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sowell Financial Services's NMFC Position: Q2 2026 in Review

Sowell Financial Services sold out of New Mountain Finance (NMFC) in Q2 2026, closing a stake of 11,488 shares — an estimated $89.1K sold.

Sowell Financial Services first reported a position in NMFC in Q3 2019 and held it in 8 quarters. The position peaked at $119K in Q4 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Sowell Financial Services reported no remaining New Mountain Finance position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 11,488 New Mountain Finance shares in Q2 2026, an estimated $89.1K.
  • Sowell Financial Services first reported a position in New Mountain Finance in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's New Mountain Finance position peaked at $119K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.