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
Q2 		$9.92M Buy
1,383,171
+444,492
+47% +$3.54M 0.01% 1084
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 – 3614
2024
Q1 		$5.69K Buy
+449
New +$5.72K ﹤0.01% 2921
2022
Q4 		– Sell
-11,439
Closed -$128K – 2937
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 $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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Russell Investments Group's NMFC Position: Q2 2026 in Review

Russell Investments Group increased its New Mountain Finance (NMFC) stake by 47% in Q2 2026, buying an estimated $3.54M and bringing the position to 1,383,171 shares worth $9.92M. The position accounts for 0.01% of the portfolio, ranked #1084.

Russell Investments Group first reported a position in NMFC in Q4 2018 and has held it in 13 quarters since. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Russell Investments Group held 1,383,171 shares of New Mountain Finance worth $9.92M as of Q2 2026.
  • Russell Investments Group bought 444,492 New Mountain Finance shares in Q2 2026, an estimated $3.54M.
  • New Mountain Finance made up 0.01% of Russell Investments Group's portfolio in Q2 2026, its #1084 holding.
  • Russell Investments Group first reported a position in New Mountain Finance in Q4 2018 and has held it in 13 quarters since.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.