Stonebridge Financial Group, LLC/CA’s New Mountain Finance NMFC Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$132K	Buy	+18,530	New	+$148K	0.02%	300

Other funds holding NMFC

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Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's NMFC Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in New Mountain Finance (NMFC) in Q2 2026: 18,530 shares worth $132K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings.

102 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 18,530 shares of New Mountain Finance worth $132K as of Q2 2026.
New Mountain Finance was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
New Mountain Finance made up 0.02% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #300 holding.
102 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.