EH
NMFC icon

Equitable Holdings’s New Mountain Finance NMFC Stock Holding History

Equitable Holdings’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 		$383K Buy
53,416
+35,624
+200% +$284K ﹤0.01% 1441
2026
Q1 		$164K Buy
+17,792
New +$149K ﹤0.01% 1616

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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

Equitable Holdings's NMFC Position: Q2 2026 in Review

Equitable Holdings increased its New Mountain Finance (NMFC) stake by 200% in Q2 2026, buying an estimated $284K and bringing the position to 53,416 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Equitable Holdings first reported a position in NMFC in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Equitable Holdings held 53,416 shares of New Mountain Finance worth $383K as of Q2 2026.
  • Equitable Holdings bought 35,624 New Mountain Finance shares in Q2 2026, an estimated $284K.
  • New Mountain Finance made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1441 holding.
  • Equitable Holdings first reported a position in New Mountain Finance in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.