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EP Wealth Advisors’s New Mountain Finance NMFC Stock Holding History

EP Wealth Advisors’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 		$260K Buy
+36,230
New +$288K ﹤0.01% 1372

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 $77.5B AUM 27.94% 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

EP Wealth Advisors's NMFC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in New Mountain Finance (NMFC) in Q2 2026: 36,230 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • EP Wealth Advisors held 36,230 shares of New Mountain Finance worth $260K as of Q2 2026.
  • New Mountain Finance was a new EP Wealth Advisors position in Q2 2026.
  • New Mountain Finance made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1372 holding.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.