Cerity Partners
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Cerity Partners’s New Mountain Finance NMFC Stock Holding History

Cerity Partners’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
Q1 		$6.77M Sell
872,844
-169,352
-16% -$1.41M 0.01% 877
2025
Q4 		$9.6M Sell
1,042,196
-1,029,828
-50% -$9.71M 0.01% 656
2025
Q3 		$20M Sell
2,072,024
-697,027
-25% -$7.23M 0.03% 384
2025
Q2 		$29.2M Sell
2,769,051
-682,149
-20% -$7.03M 0.05% 288
2025
Q1 		$38.1M Sell
3,451,200
-235,010
-6% -$2.68M 0.08% 222
2024
Q4 		$41.5M Sell
3,686,210
-137,715
-4% -$1.59M 0.09% 193
2024
Q3 		$45.8M Buy
3,823,925
+100,315
+3% +$1.22M 0.1% 182
2024
Q2 		$45.6M Buy
3,723,610
+122,678
+3% +$1.54M 0.12% 161
2024
Q1 		$45.6M Buy
3,600,932
+26,332
+0.7% +$335K 0.12% 171
2023
Q4 		$45.5M Buy
3,574,600
+91,379
+3% +$1.16M 0.15% 140
2023
Q3 		$45.1M Sell
3,483,221
-267,840
-7% -$3.41M 0.22% 117
2023
Q2 		$46.7M Sell
3,751,061
-161,880
-4% -$1.95M 0.18% 122
2023
Q1 		$47.6M Buy
3,912,941
+174,873
+5% +$2.2M 0.11% 136
2022
Q4 		$46.2M Buy
3,738,068
+3,726,217
+31,442% +$45.9M 0.3% 79
2022
Q3 		$136K Buy
11,851
+21
+0.2% +$268 ﹤0.01% 1095
2022
Q2 		$141K Buy
11,830
+800
+7% +$10.3K ﹤0.01% 1110
2022
Q1 		$153K Sell
11,030
-907
-8% -$12.3K ﹤0.01% 878
2021
Q4 		$164K Buy
+11,937
New +$163K ﹤0.01% 948
2020
Q1 		– Sell
-28,400
Closed -$390K – 498
2019
Q4 		$390K Buy
+28,400
New +$384K 0.02% 379

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cerity Partners's NMFC Position: Q1 2026 in Review

Cerity Partners reduced its New Mountain Finance (NMFC) stake by 16% in Q1 2026, selling an estimated $1.41M and leaving 872,844 shares worth $6.77M. The position accounts for 0.01% of the portfolio, ranked #877.

Cerity Partners first reported a position in NMFC in Q4 2019 and has held it in 19 quarters since. The position peaked at $47.6M in Q1 2023. 154 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

  • Cerity Partners held 872,844 shares of New Mountain Finance worth $6.77M as of Q1 2026.
  • Cerity Partners sold 169,352 New Mountain Finance shares in Q1 2026, an estimated $1.41M.
  • New Mountain Finance made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #877 holding.
  • Cerity Partners first reported a position in New Mountain Finance in Q4 2019 and has held it in 19 quarters since.
  • Cerity Partners's New Mountain Finance position peaked at $47.6M in Q1 2023.
  • 154 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.