Empower Advisory Group, LLC
Position in NMFC — New Mountain Finance Corp
CIK 1978885
Greenwood Village, CO
Position in NMFC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$172,318
-$32,199 QoQ
Shares Held
22,206
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Common Shares in NMFC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Empower Advisory Group, LLC holds $44,426,601 across 9 Asset Management names. NMFC ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
359,403 | $33,244,777 | |
| 2 | BLK |
BlackRock, Inc.
|
9,937 | $9,556,512 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,985 | $363,622 | |
| 4 | CSQ |
Calamos Strategic Total Return Fund
|
18,409 | $315,162 | |
| 5 | BX |
Blackstone Inc.
|
2,121 | $243,893 | |
| 6 | AMP |
Ameriprise Financial Inc
|
455 | $202,202 | |
| 7 | NMFC |
New Mountain Finance Corp
This page
|
22,206 | $172,318 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
19,000 | $164,540 |
All Filings in NMFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,318 | 22,206 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $204,517 | 22,206 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $214,065 | 22,206 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $234,273 | 22,206 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $247,038 | 22,397 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $250,039 | 22,206 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $266,027 | 22,206 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $271,801 | 22,206 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $281,350 | 22,206 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $282,460 | 22,206 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $287,567 | 22,206 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $276,242 | 22,206 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $270,247 | 22,206 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||