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NMFC icon

&Partners’s New Mountain Finance NMFC Stock Holding History

&Partners’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 		$211K Sell
27,231
-58,267
-68% -$487K ﹤0.01% 2219
2025
Q4 		$787K Buy
85,498
+52,700
+161% +$497K ﹤0.01% 1355
2025
Q3 		$316K Buy
+32,798
New +$340K ﹤0.01% 1715
2024
Q4 		– Sell
-12,389
Closed -$148K – 1663
2024
Q3 		$148K Buy
+12,389
New +$151K ﹤0.01% 1343

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

&Partners's NMFC Position: Q1 2026 in Review

&Partners reduced its New Mountain Finance (NMFC) stake by 68% in Q1 2026, selling an estimated $487K and leaving 27,231 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

&Partners first reported a position in NMFC in Q3 2024 and has held it in 4 quarters since. The position peaked at $787K in Q4 2025. 154 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

  • &Partners held 27,231 shares of New Mountain Finance worth $211K as of Q1 2026.
  • &Partners sold 58,267 New Mountain Finance shares in Q1 2026, an estimated $487K.
  • New Mountain Finance made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2219 holding.
  • &Partners first reported a position in New Mountain Finance in Q3 2024 and has held it in 4 quarters since.
  • &Partners's New Mountain Finance position peaked at $787K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.