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United Capital Financial Advisors’s New Mountain Finance NMFC Stock Holding History

United Capital Financial 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
2025
Q4 		– Sell
-10,076
Closed -$97.1K – 1394
2025
Q3 		$97.1K Buy
+10,076
New +$105K ﹤0.01% 1191
2020
Q2 		– Sell
-13,667
Closed -$93K – 1230
2020
Q1 		$93K Buy
+13,667
New +$169K ﹤0.01% 1126

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

United Capital Financial Advisors's NMFC Position: Q4 2025 in Review

United Capital Financial Advisors sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 10,076 shares — an estimated $97.1K sold.

United Capital Financial Advisors first reported a position in NMFC in Q1 2020 and held it in 2 quarters. The position peaked at $97.1K in Q3 2025. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

  • United Capital Financial Advisors reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,076 New Mountain Finance shares in Q4 2025, an estimated $97.1K.
  • United Capital Financial Advisors first reported a position in New Mountain Finance in Q1 2020 and held it in 2 quarters.
  • United Capital Financial Advisors's New Mountain Finance position peaked at $97.1K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.