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Nordwand Advisors’s New Mountain Finance NMFC Stock Holding History

Nordwand 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
Q2 		$300K Hold
41,800
– – 0.05% 132
2026
Q1 		$324K Hold
41,800
– – 0.06% 130
2025
Q4 		$385K Buy
+41,800
New +$394K 0.07% 127

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

Nordwand Advisors's NMFC Position: Q2 2026 in Review

Nordwand Advisors held its New Mountain Finance (NMFC) position steady in Q2 2026 at 41,800 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #132.

Nordwand Advisors first reported a position in NMFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $385K in Q4 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Nordwand Advisors held 41,800 shares of New Mountain Finance worth $300K as of Q2 2026.
  • Nordwand Advisors left its New Mountain Finance share count unchanged in Q2 2026.
  • New Mountain Finance made up 0.05% of Nordwand Advisors's portfolio in Q2 2026, its #132 holding.
  • Nordwand Advisors first reported a position in New Mountain Finance in Q4 2025 and has held it in 3 quarters since.
  • Nordwand Advisors's New Mountain Finance position peaked at $385K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.