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Colter Lewis Investment Partners’s New Mountain Finance NMFC Stock Holding History

Colter Lewis Investment 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 		$283K Buy
39,434
+331
+0.8% +$2.63K 0.13% 94
2026
Q1 		$303K Buy
39,103
+2,540
+7% +$21.2K 0.29% 88
2025
Q4 		$337K Buy
+36,563
New +$345K 0.39% 58

Other funds holding NMFC

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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
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

Colter Lewis Investment Partners's NMFC Position: Q2 2026 in Review

Colter Lewis Investment Partners increased its New Mountain Finance (NMFC) stake by 0.85% in Q2 2026, buying an estimated $2.63K and bringing the position to 39,434 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #94.

Colter Lewis Investment Partners first reported a position in NMFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $337K in Q4 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Colter Lewis Investment Partners held 39,434 shares of New Mountain Finance worth $283K as of Q2 2026.
  • Colter Lewis Investment Partners bought 331 New Mountain Finance shares in Q2 2026, an estimated $2.63K.
  • New Mountain Finance made up 0.13% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #94 holding.
  • Colter Lewis Investment Partners first reported a position in New Mountain Finance in Q4 2025 and has held it in 3 quarters since.
  • Colter Lewis Investment Partners's New Mountain Finance position peaked at $337K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

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