Russell Investments Group
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Russell Investments Group’s New Mountain Finance NMFC Stock Holding History

Russell Investments Group’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 		$7.28M Buy
938,679
+588,313
+168% +$4.91M 0.01% 1120
2025
Q4 		$3.23M Buy
350,366
+297,722
+566% +$2.81M ﹤0.01% 1595
2025
Q3 		$507K Hold
52,644
– – ﹤0.01% 2472
2025
Q2 		$555K Hold
52,644
– – ﹤0.01% 2299
2025
Q1 		$581K Buy
+52,644
New +$600K ﹤0.01% 2250
2024
Q2 		– Sell
-449
Closed -$5.69K – 3615
2024
Q1 		$5.69K Buy
+449
New +$5.72K ﹤0.01% 2921
2022
Q4 		– Sell
-11,439
Closed -$128K – 2939
2022
Q3 		$128K Buy
+11,439
New +$146K ﹤0.01% 2629
2020
Q3 		– Sell
-7,304
Closed -$67K – 3230
2020
Q2 		$67K Sell
7,304
-22,057
-75% -$181K ﹤0.01% 2951
2020
Q1 		$222K Buy
29,361
+3,741
+15% +$46.2K ﹤0.01% 2510
2019
Q4 		$352K Buy
+25,620
New +$347K ﹤0.01% 2521
2019
Q2 		– Sell
-1,167
Closed -$16K – 2922
2019
Q1 		$16K Sell
1,167
-2,970
-72% -$40.4K ﹤0.01% 2882
2018
Q4 		$52K Buy
+4,137
New +$54.7K ﹤0.01% 2790

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 $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $712M AUM 18.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return