Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s New Mountain Finance NMFC Stock Holding History

Sumitomo Mitsui Trust 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 		$4.94M Hold
688,578
– – ﹤0.01% 727
2026
Q1 		$5.34M Sell
688,578
-1,919
-0.3% -$16K ﹤0.01% 711
2025
Q4 		$6.36M Buy
690,497
+84,233
+14% +$795K ﹤0.01% 714
2025
Q3 		$5.84M Buy
606,264
+114,840
+23% +$1.19M ﹤0.01% 717
2025
Q2 		$5.18M Buy
491,424
+104,248
+27% +$1.07M ﹤0.01% 715
2025
Q1 		$4.27M Buy
387,176
+61,809
+19% +$705K ﹤0.01% 745
2024
Q4 		$3.66M Sell
325,367
-14,791
-4% -$171K ﹤0.01% 769
2024
Q3 		$4.08M Buy
340,158
+28,957
+9% +$354K ﹤0.01% 771
2024
Q2 		$3.81M Buy
311,201
+44,114
+17% +$553K ﹤0.01% 766
2024
Q1 		$3.38M Sell
267,087
-5,810
-2% -$74K ﹤0.01% 851
2023
Q4 		$3.47M Sell
272,897
-49,924
-15% -$636K ﹤0.01% 853
2023
Q3 		$4.18M Sell
322,821
-20,137
-6% -$257K ﹤0.01% 844
2023
Q2 		$4.27M Sell
342,958
-33,047
-9% -$399K ﹤0.01% 844
2023
Q1 		$4.58M Sell
376,005
-25,020
-6% -$315K ﹤0.01% 841
2022
Q4 		$4.96M Buy
401,025
+10,413
+3% +$128K ﹤0.01% 845
2022
Q3 		$4.5M Sell
390,612
-79,609
-17% -$1.02M ﹤0.01% 855
2022
Q2 		$5.6M Sell
470,221
-14,705
-3% -$189K ﹤0.01% 856
2022
Q1 		$6.72M Buy
484,926
+33,553
+7% +$454K ﹤0.01% 831
2021
Q4 		$6.18M Sell
451,373
-22,327
-5% -$305K ﹤0.01% 818
2021
Q3 		$6.3M Sell
473,700
-42,905
-8% -$574K ﹤0.01% 822
2021
Q2 		$6.8M Sell
516,605
-22,557
-4% -$295K ﹤0.01% 828
2021
Q1 		$6.69M Sell
539,162
-133,585
-20% -$1.63M ﹤0.01% 814
2020
Q4 		$7.64M Sell
672,747
-147,759
-18% -$1.59M ﹤0.01% 802
2020
Q3 		$7.84M Buy
820,506
+31,299
+4% +$302K 0.01% 784
2020
Q2 		$7.33M Buy
789,207
+119,882
+18% +$985K 0.01% 774
2020
Q1 		$4.55M Buy
+669,325
New +$8.27M ﹤0.01% 796

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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

Sumitomo Mitsui Trust Group's NMFC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its New Mountain Finance (NMFC) position steady in Q2 2026 at 688,578 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Sumitomo Mitsui Trust Group first reported a position in NMFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.84M in Q3 2020. 143 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 688,578 shares of New Mountain Finance worth $4.94M as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its New Mountain Finance share count unchanged in Q2 2026.
  • New Mountain Finance made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #727 holding.
  • Sumitomo Mitsui Trust Group first reported a position in New Mountain Finance in Q1 2020 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's New Mountain Finance position peaked at $7.84M in Q3 2020.
  • 143 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.