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Equibles

NewEdge Wealth, LLC

Position in NMFC — New Mountain Finance Corp

CIK 1861796 STAMFORD, CT
Back to NMFC Full portfolio

Position in NMFC

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$239,585
+$4,015 QoQ
Shares Held
33,415
+10.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 143 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NMFC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. NMFC ranks #45 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 546,382 $64,292,769
2 APO
Apollo Global Management, Inc.
 86,404 $10,222,457
3 CEF
Sprott Physical Gold & Silver Trust
 253,922 $10,215,282
4 PHYS
Sprott Physical Gold Trust
 234,115 $7,063,249
5 BLK
BlackRock, Inc.
 7,135 $6,860,730
6 OBDC
Blue Owl Capital Corp
 614,082 $6,675,071
7 PSLV
Sprott Physical Silver Trust
 211,665 $3,994,118
8 ARDC
Ares Dynamic Credit Allocation Fund, Inc.
 249,723 $3,154,001

All Filings in NMFC

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $239,585 33,415
2026-03-31 $235,570 30,357
2025-12-31 $279,587 30,357
2025-09-30 $289,200 30,000
2025-06-30 $316,500 30,000
2025-03-31 $330,900 30,000
2024-12-31 $337,800 30,000
2024-09-30 $359,400 30,000
2024-06-30 $367,200 30,000
2024-03-31 $380,100 30,000
2023-12-31 $381,600 30,000