Truist Financial
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Truist Financial’s New Mountain Finance NMFC Stock Holding History

Truist Financial’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
2025
Q4 		– Sell
-15,791
Closed -$152K – 2829
2025
Q3 		$152K Hold
15,791
– – ﹤0.01% 2589
2025
Q2 		$167K Buy
+15,791
New +$163K ﹤0.01% 2447
2022
Q3 		– Sell
-20,287
Closed -$242K – 2624
2022
Q2 		$242K Buy
20,287
+30
+0.1% +$386 ﹤0.01% 2349
2022
Q1 		$280K Buy
20,257
+3,969
+24% +$53.7K ﹤0.01% 2363
2021
Q4 		$223K Buy
16,288
+3,414
+27% +$46.7K ﹤0.01% 2534
2021
Q3 		$172K Sell
12,874
-3,343
-21% -$44.7K ﹤0.01% 2593
2021
Q2 		$214K Sell
16,217
-2,093
-11% -$27.3K ﹤0.01% 2566
2021
Q1 		$227K Buy
18,310
+147
+0.8% +$1.79K ﹤0.01% 2449
2020
Q4 		$207K Buy
18,163
+1,505
+9% +$16.2K ﹤0.01% 2369
2020
Q3 		$159K Sell
16,658
-550
-3% -$5.31K ﹤0.01% 2304
2020
Q2 		$160K Buy
+17,208
New +$141K ﹤0.01% 2235

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