TRCT
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Tower Research Capital (TRC)’s New Mountain Finance NMFC Stock Holding History

Tower Research Capital (TRC)’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 		$28.7K Buy
+4,007
New +$31.9K ﹤0.01% 3223
2026
Q1 		– Sell
-14,848
Closed -$137K – 5406
2025
Q4 		$137K Buy
14,848
+12,865
+649% +$121K ﹤0.01% 1733
2025
Q3 		$19.1K Buy
1,983
+1,899
+2,261% +$19.7K ﹤0.01% 3352
2025
Q2 		$886 Buy
+84
New +$866 ﹤0.01% 4919
2025
Q1 		– Sell
-42
Closed -$473 – 5597
2024
Q4 		$473 Sell
42
-4,387
-99% -$50.6K ﹤0.01% 5258
2024
Q3 		$53.1K Buy
+4,429
New +$54.1K ﹤0.01% 2691
2024
Q2 		– Sell
-5,202
Closed -$65.9K – 5908
2024
Q1 		$65.9K Buy
5,202
+4,562
+713% +$58.1K ﹤0.01% 2094
2023
Q4 		$8.14K Buy
+640
New +$8.15K ﹤0.01% 4537
2023
Q2 		– Sell
-9,984
Closed -$122K – 6261
2023
Q1 		$122K Buy
+9,984
New +$126K ﹤0.01% 1685
2022
Q4 		– Sell
-494
Closed -$6K – 6206
2022
Q3 		$6K Sell
494
-2,933
-86% -$37.4K ﹤0.01% 5032
2022
Q2 		$41K Buy
3,427
+917
+37% +$11.8K ﹤0.01% 3082
2022
Q1 		$35K Buy
2,510
+2,037
+431% +$27.6K ﹤0.01% 3009
2021
Q4 		$6K Sell
473
-1,125
-70% -$15.4K ﹤0.01% 5045
2021
Q3 		$21K Sell
1,598
-1,889
-54% -$25.3K ﹤0.01% 3670
2021
Q2 		$46K Buy
3,487
+3,273
+1,529% +$42.7K ﹤0.01% 3089
2021
Q1 		$3K Sell
214
-1,699
-89% -$20.7K ﹤0.01% 4911
2020
Q4 		$22K Buy
+1,913
New +$20.5K ﹤0.01% 3807
2020
Q2 		– Sell
-13,178
Closed -$90K – 4901
2020
Q1 		$90K Buy
+13,178
New +$163K 0.01% 1041
2019
Q4 		– Sell
-1,455
Closed -$20K – 4109
2019
Q3 		$20K Sell
1,455
-405
-22% -$5.52K ﹤0.01% 2477
2019
Q2 		$26K Sell
1,860
-13,066
-88% -$183K ﹤0.01% 2009
2019
Q1 		$203K Sell
14,926
-1,020
-6% -$13.9K 0.01% 1120
2018
Q4 		$200K Buy
15,946
+14,946
+1,495% +$198K 0.01% 685
2018
Q3 		$14K Sell
1,000
-3,586
-78% -$49.7K ﹤0.01% 2562
2018
Q2 		$63K Buy
4,586
+114
+3% +$1.55K ﹤0.01% 1715
2018
Q1 		$59K Sell
4,472
-2,803
-39% -$37K 0.01% 1586
2017
Q4 		$98K Buy
+7,275
New +$103K 0.01% 883
2017
Q2 		– Sell
-742
Closed -$11K – 3201
2017
Q1 		$11K Buy
742
+292
+65% +$4.27K ﹤0.01% 1703
2016
Q4 		$6K Sell
450
-5,733
-93% -$79.1K ﹤0.01% 2961
2016
Q3 		$85K Buy
+6,183
New +$84.5K 0.01% 879
2016
Q1 		– Sell
-593
Closed -$8K – 4660
2015
Q4 		$8K Sell
593
-1,537
-72% -$21.1K ﹤0.01% 2428
2015
Q3 		$29K Sell
2,130
-12,525
-85% -$182K ﹤0.01% 1432
2015
Q2 		$213K Buy
14,655
+11,615
+382% +$172K 0.02% 339
2015
Q1 		$44K Buy
3,040
+3,030
+30,300% +$44.4K 0.01% 1576
2014
Q4 		$0 Sell
10
-107
-91% -$1.58K ﹤0.01% 4459
2014
Q3 		$2K Sell
117
-549
-82% -$8.2K ﹤0.01% 3826
2014
Q2 		$10K Buy
666
+240
+56% +$3.44K ﹤0.01% 2370
2014
Q1 		$6K Buy
426
+20
+5% +$297 ﹤0.01% 3107
2013
Q4 		$6K Sell
406
-1,095
-73% -$16K ﹤0.01% 3414
2013
Q3 		$21K Buy
1,501
+518
+53% +$7.54K ﹤0.01% 2642
2013
Q2 		$14K Buy
+983
New +$14.5K ﹤0.01% 2051

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
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

Tower Research Capital (TRC)'s NMFC Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in New Mountain Finance (NMFC) in Q2 2026: 4,007 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #3223 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in NMFC as recently as Q4 2025.

Tower Research Capital (TRC) first reported a position in NMFC in Q2 2013 and has held it in 40 quarters since. The position peaked at $213K in Q2 2015. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Tower Research Capital (TRC) held 4,007 shares of New Mountain Finance worth $28.7K as of Q2 2026.
  • New Mountain Finance was a new Tower Research Capital (TRC) position in Q2 2026.
  • New Mountain Finance made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #3223 holding.
  • Tower Research Capital (TRC) first reported a position in New Mountain Finance in Q2 2013 and has held it in 40 quarters since.
  • Tower Research Capital (TRC)'s New Mountain Finance position peaked at $213K in Q2 2015.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.