Empower Advisory Group’s New Mountain Finance NMFC Stock Holding History

Empower Advisory Group’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	$159K	Hold	22,206	–	–	﹤0.01%	528
2026 Q1	$172K	Hold	22,206	–	–	﹤0.01%	501
2025 Q4	$205K	Hold	22,206	–	–	﹤0.01%	485
2025 Q3	$214K	Hold	22,206	–	–	﹤0.01%	507
2025 Q2	$234K	Sell	22,206 -191	-0.9%	-$1.97K	﹤0.01%	453
2025 Q1	$247K	Buy	22,397 +191	+0.9%	+$2.18K	﹤0.01%	435
2024 Q4	$250K	Hold	22,206	–	–	﹤0.01%	440
2024 Q3	$266K	Hold	22,206	–	–	﹤0.01%	424
2024 Q2	$272K	Hold	22,206	–	–	﹤0.01%	419
2024 Q1	$281K	Hold	22,206	–	–	﹤0.01%	422
2023 Q4	$282K	Hold	22,206	–	–	﹤0.01%	407
2023 Q3	$288K	Hold	22,206	–	–	﹤0.01%	390
2023 Q2	$276K	Hold	22,206	–	–	﹤0.01%	404
2023 Q1	$272K	Buy	+22,206	New	+$279K	﹤0.01%	407

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 $72.2B AUM 27.85% 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

Empower Advisory Group's NMFC Position: Q2 2026 in Review

Empower Advisory Group held its New Mountain Finance (NMFC) position steady in Q2 2026 at 22,206 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Empower Advisory Group first reported a position in NMFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $288K in Q3 2023. 143 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

Empower Advisory Group held 22,206 shares of New Mountain Finance worth $159K as of Q2 2026.
Empower Advisory Group left its New Mountain Finance share count unchanged in Q2 2026.
New Mountain Finance made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #528 holding.
Empower Advisory Group first reported a position in New Mountain Finance in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's New Mountain Finance position peaked at $288K in Q3 2023.
143 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.