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TrueMark Investments’s New Mountain Finance NMFC Stock Holding History

TrueMark Investments’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
-18,558
Closed -$171K – 234
2025
Q4 		$171K Buy
+18,558
New +$175K 0.03% 215
2025
Q1 		– Sell
-28,446
Closed -$320K – 241
2024
Q4 		$320K Buy
+28,446
New +$328K 0.1% 119

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

TrueMark Investments's NMFC Position: Q1 2026 in Review

TrueMark Investments sold out of New Mountain Finance (NMFC) in Q1 2026, closing a stake of 18,558 shares — an estimated $171K sold.

TrueMark Investments first reported a position in NMFC in Q4 2024 and held it in 2 quarters. The position peaked at $320K in Q4 2024. 155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

  • TrueMark Investments reported no remaining New Mountain Finance position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 18,558 New Mountain Finance shares in Q1 2026, an estimated $171K.
  • TrueMark Investments first reported a position in New Mountain Finance in Q4 2024 and held it in 2 quarters.
  • TrueMark Investments's New Mountain Finance position peaked at $320K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.