Essex Financial Services’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
Q3 | – | Sell |
-19,108
| Closed | -$202K | – | 761 |
|
|
2025
Q2 | $202K | Buy |
19,108
+4,499
| +31% | +$46.4K | 0.01% | 663 |
|
|
2025
Q1 | $161K | Sell |
14,609
-4,408
| -23% | -$50.3K | 0.01% | 614 |
|
|
2024
Q4 | $214K | Buy |
19,017
+4,783
| +34% | +$55.2K | 0.02% | 586 |
|
|
2024
Q3 | $165K | Sell |
14,234
-2,124
| -13% | -$25.9K | 0.01% | 607 |
|
|
2024
Q2 | $197K | Buy |
16,358
+2,143
| +15% | +$26.9K | 0.01% | 590 |
|
|
2024
Q1 | $180K | Hold |
14,215
| – | – | 0.02% | 520 |
|
|
2023
Q4 | $181K | Buy |
14,215
+7
| +0% | +$89 | 0.02% | 489 |
|
|
2023
Q3 | $184K | Buy |
14,208
+6
| +0% | +$76 | 0.02% | 451 |
|
|
2023
Q2 | $177K | Buy |
14,202
+5
| +0% | +$60 | 0.02% | 459 |
|
|
2023
Q1 | $173K | Buy |
14,197
+5
| +0% | +$63 | 0.02% | 468 |
|
|
2022
Q4 | $175K | Buy |
14,192
+6
| +0% | +$74 | 0.02% | 459 |
|
|
2022
Q3 | $164K | Buy |
14,186
+4,004
| +39% | +$51.1K | 0.02% | 441 |
|
|
2022
Q2 | $121K | Buy |
10,182
+5
| +0% | +$64 | 0.01% | 467 |
|
|
2022
Q1 | $141K | Buy |
10,177
+4
| +0% | +$54 | 0.01% | 493 |
|
|
2021
Q4 | $139K | Buy |
+10,173
| New | +$139K | 0.01% | 488 |
|
|
2020
Q4 | – | Sell |
-13,155
| Closed | -$126K | – | 333 |
|
|
2020
Q3 | $126K | Sell |
13,155
-1,995
| -13% | -$19.3K | 0.03% | 277 |
|
|
2020
Q2 | $141K | Buy |
15,150
+5
| +0% | +$41 | 0.04% | 240 |
|
|
2020
Q1 | $103K | Buy |
15,145
+1,006
| +7% | +$12.4K | 0.04% | 240 |
|
|
2019
Q4 | $194K | Buy |
+14,139
| New | +$191K | 0.05% | 257 |
|
|
2019
Q3 | – | Sell |
-13,132
| Closed | -$183K | – | 260 |
|
|
2019
Q2 | $183K | Buy |
13,132
+3
| +0% | +$42 | 0.05% | 228 |
|
|
2019
Q1 | $178K | Buy |
13,129
+1,129
| +9% | +$15.4K | 0.05% | 221 |
|
|
2018
Q4 | $151K | Hold |
12,000
| – | – | 0.05% | 238 |
|
|
2018
Q3 | $162K | Hold |
12,000
| – | – | 0.04% | 279 |
|
|
2018
Q2 | $163K | Hold |
12,000
| – | – | 0.04% | 262 |
|
|
2018
Q1 | $158K | Hold |
12,000
| – | – | 0.03% | 340 |
|
|
2017
Q4 | $163K | Sell |
12,000
-307
| -2% | -$4.33K | 0.04% | 271 |
|
|
2017
Q3 | $175K | Buy |
12,307
+307
| +3% | +$4.36K | 0.04% | 265 |
|
|
2017
Q2 | $175K | Hold |
12,000
| – | – | 0.04% | 335 |
|
|
2017
Q1 | $179K | Hold |
12,000
| – | – | 0.04% | 311 |
|
|
2016
Q4 | $169K | Buy |
12,000
+2,000
| +20% | +$27.6K | 0.04% | 310 |
|
|
2016
Q3 | $138K | Buy |
+10,000
| New | +$137K | 0.03% | 300 |
|
Other funds holding NMFC
UBP
DCM
NPT
Essex Financial Services's NMFC Position: Q3 2025 in Review
Essex Financial Services sold out of New Mountain Finance (NMFC) in Q3 2025, closing a stake of 19,108 shares — an estimated $202K sold.
Essex Financial Services first reported a position in NMFC in Q3 2016 and held it in 31 quarters. The position peaked at $214K in Q4 2024. 158 funds tracked by Wall St. Rank hold NMFC as of Q3 2025.
- Essex Financial Services reported no remaining New Mountain Finance position as of Q3 2025 after selling out during the quarter.
- Essex Financial Services sold 19,108 New Mountain Finance shares in Q3 2025, an estimated $202K.
- Essex Financial Services first reported a position in New Mountain Finance in Q3 2016 and held it in 31 quarters.
- Essex Financial Services's New Mountain Finance position peaked at $214K in Q4 2024.
- 158 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2025.
Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.