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
Q2 		$6.14M Sell
856,875
-15,969
-2% -$127K 0.01% 998
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

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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 $72.2B AUM 27.85% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Cerity Partners's NMFC Position: Q2 2026 in Review

Cerity Partners reduced its New Mountain Finance (NMFC) stake by 1.8% in Q2 2026, selling an estimated $127K and leaving 856,875 shares worth $6.14M. The position accounts for 0.01% of the portfolio, ranked #998.

Cerity Partners first reported a position in NMFC in Q4 2019 and has held it in 20 quarters since. The position peaked at $47.6M in Q1 2023. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Cerity Partners held 856,875 shares of New Mountain Finance worth $6.14M as of Q2 2026.
  • Cerity Partners sold 15,969 New Mountain Finance shares in Q2 2026, an estimated $127K.
  • New Mountain Finance made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #998 holding.
  • Cerity Partners first reported a position in New Mountain Finance in Q4 2019 and has held it in 20 quarters since.
  • Cerity Partners's New Mountain Finance position peaked at $47.6M in Q1 2023.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.