United Capital Financial Advisors
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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

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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.