Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s New Mountain Finance NMFC Stock Holding History

Steward Partners Investment Advisory’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
-5,422
Closed -$42.1K – 4799
2026
Q1 		$42.1K Buy
+5,422
New +$45.3K ﹤0.01% 2877
2024
Q3 		– Sell
-5,183
Closed -$63.4K – 3820
2024
Q2 		$63.4K Buy
5,183
+280
+6% +$3.51K ﹤0.01% 1988
2024
Q1 		$62.1K Buy
4,903
+750
+18% +$9.55K ﹤0.01% 1994
2023
Q4 		$52.8K Sell
4,153
-256
-6% -$3.26K ﹤0.01% 1966
2023
Q3 		$57.1K Buy
4,409
+4,009
+1,002% +$51.1K ﹤0.01% 1850
2023
Q2 		$4.98K Hold
400
– – ﹤0.01% 2790
2023
Q1 		$4.87K Hold
400
– – ﹤0.01% 2798
2022
Q4 		$4.95K Hold
400
– – ﹤0.01% 2778
2022
Q3 		$5K Hold
400
– – ﹤0.01% 2773
2022
Q2 		$5K Hold
400
– – ﹤0.01% 2775
2022
Q1 		$6K Hold
400
– – ﹤0.01% 2834
2021
Q4 		$5K Hold
400
– – ﹤0.01% 2829
2021
Q3 		$5K Hold
400
– – ﹤0.01% 2817
2021
Q2 		$5K Sell
400
-2,297
-85% -$30K ﹤0.01% 6545
2021
Q1 		$33.4K Buy
2,697
+672
+33% +$8.2K ﹤0.01% 2206
2020
Q4 		$23K Hold
2,025
– – ﹤0.01% 2000
2020
Q3 		$19K Sell
2,025
-157
-7% -$1.52K ﹤0.01% 1914
2020
Q2 		$20K Sell
2,182
-8,913
-80% -$73.2K ﹤0.01% 1775
2020
Q1 		$75K Buy
11,095
+2,076
+23% +$25.6K ﹤0.01% 1107
2019
Q4 		$123K Hold
9,019
– – ﹤0.01% 1041
2019
Q3 		$122K Hold
9,019
– – ﹤0.01% 1015
2019
Q2 		$125K Buy
+9,019
New +$126K ﹤0.01% 968
2018
Q4 		– Sell
-1,207
Closed -$16K – 1657
2018
Q3 		$16K Buy
+1,207
New +$16.7K ﹤0.01% 1659

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
National Philanthropic Trust
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

Steward Partners Investment Advisory's NMFC Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of New Mountain Finance (NMFC) in Q2 2026, closing a stake of 5,422 shares — an estimated $42.1K sold.

Steward Partners Investment Advisory first reported a position in NMFC in Q3 2018 and held it in 23 quarters. The position peaked at $125K in Q2 2019. 143 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining New Mountain Finance position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,422 New Mountain Finance shares in Q2 2026, an estimated $42.1K.
  • Steward Partners Investment Advisory first reported a position in New Mountain Finance in Q3 2018 and held it in 23 quarters.
  • Steward Partners Investment Advisory's New Mountain Finance position peaked at $125K in Q2 2019.
  • 143 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.