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Spire Wealth Management’s New Mountain Finance NMFC Stock Holding History

Spire Wealth Management’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 		$327K Hold
45,600
– – 0.01% 653
2026
Q1 		$354K Hold
45,600
– – 0.01% 625
2025
Q4 		$420K Buy
45,600
+6,400
+16% +$60.4K 0.01% 582
2025
Q3 		$378K Hold
39,200
– – 0.01% 604
2025
Q2 		$414K Buy
39,200
+1,500
+4% +$15.5K 0.01% 553
2025
Q1 		$416K Hold
37,700
– – 0.01% 627
2024
Q4 		$425K Sell
37,700
-10,807
-22% -$125K 0.01% 596
2024
Q3 		$581K Sell
48,507
-2,195
-4% -$26.8K 0.02% 485
2024
Q2 		$621K Buy
50,702
+14,277
+39% +$179K 0.02% 441
2024
Q1 		$462K Buy
36,425
+3,212
+10% +$40.9K 0.01% 539
2023
Q4 		$427K Sell
33,213
-2,139
-6% -$27.3K 0.01% 554
2023
Q3 		$458K Buy
35,352
+482
+1% +$6.14K 0.02% 495
2023
Q2 		$434K Buy
34,870
+2,146
+7% +$25.9K 0.02% 523
2023
Q1 		$398K Buy
32,724
+2,756
+9% +$34.7K 0.02% 541
2022
Q4 		$371K Sell
29,968
-2,450
-8% -$30.2K 0.02% 415
2022
Q3 		$374K Sell
32,418
-12,018
-27% -$153K 0.02% 392
2022
Q2 		$529K Sell
44,436
-12,141
-21% -$156K 0.02% 455
2022
Q1 		$784K Buy
56,577
+202
+0.4% +$2.73K 0.02% 448
2021
Q4 		$772K Buy
56,375
+1,541
+3% +$21.1K 0.02% 558
2021
Q3 		$730K Buy
54,834
+2,370
+5% +$31.7K 0.02% 483
2021
Q2 		$691K Sell
52,464
-392
-0.7% -$5.12K 0.02% 522
2021
Q1 		$503K Buy
+52,856
New +$645K 0.01% 662

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 $77.5B AUM 27.94% 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

Spire Wealth Management's NMFC Position: Q2 2026 in Review

Spire Wealth Management held its New Mountain Finance (NMFC) position steady in Q2 2026 at 45,600 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #653.

Spire Wealth Management first reported a position in NMFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $784K in Q1 2022. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Spire Wealth Management held 45,600 shares of New Mountain Finance worth $327K as of Q2 2026.
  • Spire Wealth Management left its New Mountain Finance share count unchanged in Q2 2026.
  • New Mountain Finance made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #653 holding.
  • Spire Wealth Management first reported a position in New Mountain Finance in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's New Mountain Finance position peaked at $784K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.