Mercer Global Advisors
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Mercer Global Advisors’s New Mountain Finance NMFC Stock Holding History

Mercer Global 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
Q1 		– Sell
-15,847
Closed -$146K – 3307
2025
Q4 		$146K Buy
+15,847
New +$149K ﹤0.01% 2644
2025
Q3 		– Sell
-10,698
Closed -$113K – 2709
2025
Q2 		$113K Sell
10,698
-22,524
-68% -$232K ﹤0.01% 2145
2025
Q1 		$366K Buy
+33,222
New +$379K ﹤0.01% 1651
2024
Q4 		– Sell
-47,427
Closed -$561K – 2227
2024
Q3 		$561K Buy
47,427
+1,600
+3% +$19.5K ﹤0.01% 1279
2024
Q2 		$45.8K Hold
45,827
– – ﹤0.01% 1916
2024
Q1 		$46K Sell
45,827
-437
-0.9% -$5.56K ﹤0.01% 1898
2023
Q4 		$46K Buy
+46,264
New +$589K ﹤0.01% 1963
2023
Q1 		– Sell
-12,549
Closed -$155K – 2014
2022
Q4 		$155K Buy
+12,549
New +$155K ﹤0.01% 1759
2022
Q3 		– Sell
-10,919
Closed -$130K – 1888
2022
Q2 		$130K Sell
10,919
-4
-0% -$52 ﹤0.01% 1706
2022
Q1 		$151K Sell
10,923
-111
-1% -$1.5K ﹤0.01% 1760
2021
Q4 		$151K Sell
11,034
-2,345
-18% -$32.1K ﹤0.01% 1695
2021
Q3 		$178K Sell
13,379
-105
-0.8% -$1.4K ﹤0.01% 1637
2021
Q2 		$178K Buy
13,484
+295
+2% +$3.85K ﹤0.01% 1586
2021
Q1 		$164K Buy
13,189
+1,500
+13% +$18.3K ﹤0.01% 1513
2020
Q4 		$133K Sell
11,689
-3,611
-24% -$38.8K ﹤0.01% 1284
2020
Q3 		$146K Buy
+15,300
New +$148K ﹤0.01% 1150
2020
Q2 		– Sell
-23,251
Closed -$158K – 1120
2020
Q1 		$158K Buy
23,251
+11,427
+97% +$141K ﹤0.01% 968
2019
Q4 		$162K Buy
+11,824
New +$160K ﹤0.01% 1100

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Mercer Global Advisors's NMFC Position: Q1 2026 in Review

Mercer Global Advisors sold out of New Mountain Finance (NMFC) in Q1 2026, closing a stake of 15,847 shares — an estimated $146K sold.

Mercer Global Advisors first reported a position in NMFC in Q4 2019 and held it in 18 quarters. The position peaked at $561K in Q3 2024. 155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

  • Mercer Global Advisors reported no remaining New Mountain Finance position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 15,847 New Mountain Finance shares in Q1 2026, an estimated $146K.
  • Mercer Global Advisors first reported a position in New Mountain Finance in Q4 2019 and held it in 18 quarters.
  • Mercer Global Advisors's New Mountain Finance position peaked at $561K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.