PharVision Advisers’s New Mountain Finance NMFC Stock Holding History

PharVision Advisers’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	-17,017	Closed	-$157K	–	463
2025 Q4	$157K	Buy	+17,017	New	+$161K	0.08%	607
2025 Q3	–	Sell	-35,877	Closed	-$379K	–	749
2025 Q2	$379K	Buy	35,877 +10,435	+41%	+$108K	0.54%	32
2025 Q1	$281K	Buy	+25,442	New	+$290K	0.39%	106

Other funds holding NMFC

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

PharVision Advisers's NMFC Position: Q1 2026 in Review

PharVision Advisers sold out of New Mountain Finance (NMFC) in Q1 2026, closing a stake of 17,017 shares — an estimated $157K sold.

PharVision Advisers first reported a position in NMFC in Q1 2025 and held it in 3 quarters. The position peaked at $379K in Q2 2025. 155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

PharVision Advisers reported no remaining New Mountain Finance position as of Q1 2026 after selling out during the quarter.
PharVision Advisers sold 17,017 New Mountain Finance shares in Q1 2026, an estimated $157K.
PharVision Advisers first reported a position in New Mountain Finance in Q1 2025 and held it in 3 quarters.
PharVision Advisers's New Mountain Finance position peaked at $379K in Q2 2025.
155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.