Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
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
$46.4B AUM
27.74%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
DCM
Dimension Capital Management
Coral Gables, Florida
$712M AUM
18.57%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close