WealthCollab’s New Mountain Finance NMFC Stock Holding History

WealthCollab’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 Q1	–	Sell	-1,761	Closed	-$16.2K	–	1029
2025 Q4	$16.2K	Hold	1,761	–	–	0.01%	444
2025 Q3	$17K	Hold	1,761	–	–	0.01%	394
2025 Q2	$18.6K	Buy	+1,761	New	+$18.2K	0.01%	351
2024 Q4	–	Sell	-288	Closed	-$3.45K	–	921
2024 Q3	$3.45K	Buy	+288	New	+$3.52K	﹤0.01%	685

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

WealthCollab's NMFC Position: Q1 2026 in Review

WealthCollab sold out of New Mountain Finance (NMFC) in Q1 2026, closing a stake of 1,761 shares — an estimated $16.2K sold.

WealthCollab first reported a position in NMFC in Q3 2024 and held it in 4 quarters. The position peaked at $18.6K in Q2 2025. 155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

WealthCollab reported no remaining New Mountain Finance position as of Q1 2026 after selling out during the quarter.
WealthCollab sold 1,761 New Mountain Finance shares in Q1 2026, an estimated $16.2K.
WealthCollab first reported a position in New Mountain Finance in Q3 2024 and held it in 4 quarters.
WealthCollab's New Mountain Finance position peaked at $18.6K in Q2 2025.
155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.