HI
NMFC icon

Harbour Investments’s New Mountain Finance NMFC Stock Holding History

Harbour Investments’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 		$31.2K Hold
4,348
– – ﹤0.01% 2679
2026
Q1 		$33.7K Hold
4,348
– – ﹤0.01% 2563
2025
Q4 		$40K Sell
4,348
-2,000
-32% -$18.9K ﹤0.01% 2059
2025
Q3 		$61.2K Hold
6,348
– – ﹤0.01% 1805
2025
Q2 		$67K Hold
6,348
– – ﹤0.01% 1680
2025
Q1 		$70K Hold
6,348
– – ﹤0.01% 1611
2024
Q4 		$71.5K Hold
6,348
– – ﹤0.01% 1540
2024
Q3 		$76K Hold
6,348
– – ﹤0.01% 1465
2024
Q2 		$77.7K Hold
6,348
– – ﹤0.01% 1348
2024
Q1 		$80.4K Hold
6,348
– – ﹤0.01% 1306
2023
Q4 		$80.7K Buy
6,348
+765
+14% +$9.75K ﹤0.01% 1227
2023
Q3 		$72.3K Hold
5,583
– – ﹤0.01% 1176
2023
Q2 		$69.5K Hold
5,583
– – ﹤0.01% 1213
2023
Q1 		$67.9K Buy
5,583
+3,266
+141% +$41.1K ﹤0.01% 1218
2022
Q4 		$28.7K Hold
2,317
– – ﹤0.01% 1527
2022
Q3 		$28K Hold
2,317
– – ﹤0.01% 1497
2022
Q2 		$28K Buy
+2,317
New +$29.8K ﹤0.01% 1497

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 $72.2B AUM 27.85% 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

Harbour Investments's NMFC Position: Q2 2026 in Review

Harbour Investments held its New Mountain Finance (NMFC) position steady in Q2 2026 at 4,348 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Harbour Investments first reported a position in NMFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $80.7K in Q4 2023. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Harbour Investments held 4,348 shares of New Mountain Finance worth $31.2K as of Q2 2026.
  • Harbour Investments left its New Mountain Finance share count unchanged in Q2 2026.
  • New Mountain Finance made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2679 holding.
  • Harbour Investments first reported a position in New Mountain Finance in Q2 2022 and has held it in 17 quarters since.
  • Harbour Investments's New Mountain Finance position peaked at $80.7K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.