Catalyst Capital Advisors’s New Mountain Finance NMFC Stock Holding History

Catalyst Capital Advisors’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	$180K	Buy	25,169 +13,169	+110%	+$105K	﹤0.01%	207
2026 Q1	$93.1K	Buy	+12,000	New	+$100K	﹤0.01%	247
2015 Q2	–	Sell	-3,240	Closed	-$47K	–	523
2015 Q1	$47K	Hold	3,240	–	–	0.01%	330
2014 Q4	$48K	Buy	+3,240	New	+$47.7K	0.01%	338

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Catalyst Capital Advisors's NMFC Position: Q2 2026 in Review

Catalyst Capital Advisors increased its New Mountain Finance (NMFC) stake by 110% in Q2 2026, buying an estimated $105K and bringing the position to 25,169 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Catalyst Capital Advisors first reported a position in NMFC in Q4 2014 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Catalyst Capital Advisors held 25,169 shares of New Mountain Finance worth $180K as of Q2 2026.
Catalyst Capital Advisors bought 13,169 New Mountain Finance shares in Q2 2026, an estimated $105K.
New Mountain Finance made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #207 holding.
Catalyst Capital Advisors first reported a position in New Mountain Finance in Q4 2014 and has held it in 4 quarters since.
144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.