Epoch Investment Partners’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-73,315
| Closed | -$707K | – | 271 |
|
|
2025
Q3 | $707K | Hold |
73,315
| – | – | ﹤0.01% | 252 |
|
|
2025
Q2 | $773K | Hold |
73,315
| – | – | ﹤0.01% | 253 |
|
|
2025
Q1 | $809K | Sell |
73,315
-11,464
| -14% | -$131K | ﹤0.01% | 252 |
|
|
2024
Q4 | $955K | Hold |
84,779
| – | – | ﹤0.01% | 250 |
|
|
2024
Q3 | $1.02M | Sell |
84,779
-44,763
| -35% | -$547K | ﹤0.01% | 302 |
|
|
2024
Q2 | $1.59M | Hold |
129,542
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $1.64M | Hold |
129,542
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $1.65M | Sell |
129,542
-6,924
| -5% | -$88.2K | 0.01% | 318 |
|
|
2023
Q3 | $1.77M | Buy |
136,466
+24,281
| +22% | +$310K | 0.01% | 321 |
|
|
2023
Q2 | $1.4M | Buy |
112,185
+12,981
| +13% | +$157K | 0.01% | 341 |
|
|
2023
Q1 | $1.21M | Hold |
99,204
| – | – | 0.01% | 347 |
|
|
2022
Q4 | $1.23M | Hold |
99,204
| – | – | 0.01% | 336 |
|
|
2022
Q3 | $1.14M | Hold |
99,204
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $1.18M | Buy |
99,204
+47,830
| +93% | +$616K | 0.01% | 352 |
|
|
2022
Q1 | $712K | Hold |
51,374
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $704K | Hold |
51,374
| – | – | ﹤0.01% | 316 |
|
|
2021
Q3 | $684K | Buy |
51,374
+588
| +1% | +$7.87K | ﹤0.01% | 319 |
|
|
2021
Q2 | $669K | Buy |
50,786
+22,674
| +81% | +$296K | ﹤0.01% | 311 |
|
|
2021
Q1 | $349K | Hold |
28,112
| – | – | ﹤0.01% | 315 |
|
|
2020
Q4 | $319K | Buy |
28,112
+2,387
| +9% | +$25.6K | ﹤0.01% | 315 |
|
|
2020
Q3 | $246K | Hold |
25,725
| – | – | ﹤0.01% | 293 |
|
|
2020
Q2 | $239K | Hold |
25,725
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $175K | Sell |
25,725
-38,497
| -60% | -$475K | ﹤0.01% | 268 |
|
|
2019
Q4 | $882K | Hold |
64,222
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $875K | Hold |
64,222
| – | – | ﹤0.01% | 258 |
|
|
2019
Q2 | $897K | Hold |
64,222
| – | – | ﹤0.01% | 264 |
|
|
2019
Q1 | $871K | Hold |
64,222
| – | – | ﹤0.01% | 284 |
|
|
2018
Q4 | $808K | Sell |
64,222
-4,789
| -7% | -$63.3K | ﹤0.01% | 280 |
|
|
2018
Q3 | $932K | Hold |
69,011
| – | – | ﹤0.01% | 284 |
|
|
2018
Q2 | $939K | Buy |
69,011
+7,500
| +12% | +$102K | ﹤0.01% | 290 |
|
|
2018
Q1 | $809K | Sell |
61,511
-6,413
| -9% | -$84.7K | ﹤0.01% | 291 |
|
|
2017
Q4 | $920K | Hold |
67,924
| – | – | ﹤0.01% | 283 |
|
|
2017
Q3 | $968K | Buy |
+67,924
| New | +$965K | ﹤0.01% | 285 |
|
Other funds holding NMFC
UBP
RCM
DCM
Epoch Investment Partners's NMFC Position: Q4 2025 in Review
Epoch Investment Partners sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 73,315 shares — an estimated $707K sold.
Epoch Investment Partners first reported a position in NMFC in Q3 2017 and held it in 33 quarters. The position peaked at $1.77M in Q3 2023. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.
- Epoch Investment Partners reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
- Epoch Investment Partners sold 73,315 New Mountain Finance shares in Q4 2025, an estimated $707K.
- Epoch Investment Partners first reported a position in New Mountain Finance in Q3 2017 and held it in 33 quarters.
- Epoch Investment Partners's New Mountain Finance position peaked at $1.77M in Q3 2023.
- 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.
Based on Epoch Investment Partners's 13F filing for Q4 2025, filed 13 Feb 2026.