NEW MTN FIN CORP

Watch

Share

NMFC·647551100·US·equity·Financial Services - Asset Management-Activist

NMFC (NEW MTN FIN CORP) is held by 70 institutional investors as of Q1 2026. Largest holders: Invesco Ltd. ($16.6M), UBS Group AG ($16.2M), Russell Investments Group, Ltd. ($7.3M). Net institutional sentiment: Mixed.

70

Holders

Avg rating(9 Elite)

$123.1M

Total Value

38% (87)

Fund Consensus

29 buying - 47 selling

Smart Money Verdict

View all

63Mixed MomentumSplit Signals

Institutional (13F)44

Insider (Form 4)100

Activist (13D/13G)51

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how NMFC's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

31

★★★★

Strong

22

★★★

Solid

18

★★

Below

7

★

Weak

Held by 70 funds

9 elite

Who's Trading

InsiderWBWeinstein Adam B.Buy $98KMar 17, 2026

ActivistKSKLINSKY STEVEN B12.5%Mar 12, 2026

InsiderUNUnknownBuy $1.5MMar 11, 2026

InsiderUNUnknownBuy $741KMar 11, 2026

InsiderUNUnknownBuy $1.2MMar 10, 2026

Sign up to unlock

View all insider tradesView all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (70)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Invesco Ltd.	Increased	2.1M(+79.8%)	$16.6M	0.0%	-10.14%	43
UBS Group AG	Increased	2.1M(+35.7%)	$16.2M	0.0%	-9.72%	37
Russell Investments Group, Ltd.	Increased	938,679(+167.9%)	$7.3M	0.0%	-4.70%	44
Cerity Partners LLC	Decreased	872,844(-16.3%)	$6.8M	0.0%	-7.98%	0
Corient Private Wealth LLC	Increased	871,296(+7.7%)	$6.8M	0.0%	-11.23%	29
TWO SIGMA INVESTMENTS, LP	Increased	836,457(+42.6%)	$6.5M	0.0%	-10.24%	37
Legal & General Group Plc	Increased	785,496(+5.8%)	$6.1M	0.0%	+10.13%	29
MORGAN STANLEY	Decreased	729,938(-35.2%)	$5.7M	0.0%	-18.48%	0
Sumitomo Mitsui Trust Group, Inc.	Decreased	688,578(-0.3%)	$5.3M	0.0%	+3.38%	0
Pathstone Holdings, LLC	Increased	661,219(+1.8%)	$5.1M	0.0%	-15.36%	27
OSAIC HOLDINGS, INC.	Increased	450,470(+4.6%)	$3.5M	0.0%	+22.79%	28
HighTower Advisors, LLC	Decreased	423,732(-18.2%)	$3.3M	0.0%	+13.73%	0
BlackRock, Inc.	Decreased	352,242(-48.7%)	$2.7M	0.0%	-18.03%	0
DED. E. Shaw & Co., Inc.	Increased	347,520(+193.1%)	$2.7M	0.0%	-4.26%	42
Universal- Beteiligungs- und Servicegesellschaft mbH	Unchanged	344,000	$2.7M	0.0%	-16.44%	0
FWFocus Partners Wealth	Increased	334,785(+5.5%)	$2.6M	0.0%	-11.45%	28
WELLS FARGO & COMPANY/MN	Decreased	314,507(-12.1%)	$2.4M	0.0%	-15.85%	0
XTX Topco Ltd	Increased	292,695(+56.0%)	$2.3M	0.0%	-7.71%	37
AMERIPRISE FINANCIAL INC	Decreased	291,491(-0.3%)	$2.3M	0.0%	-10.55%	0
BANK OF AMERICA CORP /DE/	Decreased	194,097(-12.6%)	$1.5M	0.0%	-14.83%	0

Showing 1-20 of 87

Per page:

1 / 5

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

423 holders · $333.9B

MAMASTERCARD INCORPORATED

410 holders · $300.6B

JPMJPMORGAN CHASE & CO

406 holders · $422.8B

BACBANK AMERICA CORP

397 holders · $204.2B

BRK/BBERKSHIRE HATHAWAY INC DEL

392 holders · $307B

COFCAPITAL ONE FINL CORP

381 holders · $76.4B

WFCWELLS FARGO & CO

380 holders · $148.4B

SPGIS&P GLOBAL INC

378 holders · $82.7B

MSMORGAN STANLEY

377 holders · $183.7B

SCHWSCHWAB CHARLES CORP

377 holders · $101.4B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer