Barclays’s New Mountain Finance NMFC Stock Holding History

Barclays’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
2019 Q2	–	Sell	-600	Closed	-$8K	–	7138
2019 Q1	$8K	Hold	600	–	–	﹤0.01%	6618
2018 Q4	$8K	Buy	+600	New	+$7.93K	﹤0.01%	6269

Other funds holding NMFC

UBP

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays's NMFC Position: Q4 2025 in Review

Barclays sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 10 shares — an estimated $96 sold.

Barclays first reported a position in NMFC in Q2 2013 and held it in 30 quarters. The position peaked at $1.26M in Q4 2013. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

Barclays reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
Barclays sold 10 New Mountain Finance shares in Q4 2025, an estimated $96.
Barclays first reported a position in New Mountain Finance in Q2 2013 and held it in 30 quarters.
Barclays's New Mountain Finance position peaked at $1.26M in Q4 2013.
170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

Based on Barclays's 13F filing for Q4 2025, filed 13 Feb 2026.