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Campbell & Co Investment Adviser’s New Mountain Finance NMFC Stock Holding History

Campbell & Co Investment Adviser’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 		– Sell
-72,031
Closed -$559K – 1252
2026
Q1 		$559K Sell
72,031
-12,305
-15% -$103K 0.03% 709
2025
Q4 		$777K Buy
84,336
+41,875
+99% +$395K 0.04% 665
2025
Q3 		$409K Buy
42,461
+26,463
+165% +$274K 0.03% 805
2025
Q2 		$169K Buy
+15,998
New +$165K 0.01% 1076

Other funds holding NMFC

LSV Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Campbell & Co Investment Adviser's NMFC Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of New Mountain Finance (NMFC) in Q2 2026, closing a stake of 72,031 shares — an estimated $559K sold.

Campbell & Co Investment Adviser first reported a position in NMFC in Q2 2025 and held it in 4 quarters. The position peaked at $777K in Q4 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Campbell & Co Investment Adviser reported no remaining New Mountain Finance position as of Q2 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 72,031 New Mountain Finance shares in Q2 2026, an estimated $559K.
  • Campbell & Co Investment Adviser first reported a position in New Mountain Finance in Q2 2025 and held it in 4 quarters.
  • Campbell & Co Investment Adviser's New Mountain Finance position peaked at $777K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.