YIH
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Y-Intercept (HK)’s New Mountain Finance NMFC Stock Holding History

Y-Intercept (HK)’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 		– Sell
-30,404
Closed -$236K – 2024
2026
Q1 		$236K Buy
+30,404
New +$254K ﹤0.01% 1415
2025
Q3 		– Sell
-14,772
Closed -$156K – 1880
2025
Q2 		$156K Sell
14,772
-42,324
-74% -$436K ﹤0.01% 1495
2025
Q1 		$630K Sell
57,096
-46,825
-45% -$534K 0.04% 601
2024
Q4 		$1.17M Buy
+103,921
New +$1.2M 0.08% 366
2024
Q3 		– Sell
-72,858
Closed -$892K – 1635
2024
Q2 		$892K Buy
72,858
+62,156
+581% +$779K 0.05% 546
2024
Q1 		$136K Buy
+10,702
New +$136K 0.01% 1231

Other funds holding NMFC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Y-Intercept (HK)'s NMFC Position: Q2 2026 in Review

Y-Intercept (HK) sold out of New Mountain Finance (NMFC) in Q2 2026, closing a stake of 30,404 shares — an estimated $236K sold.

Y-Intercept (HK) first reported a position in NMFC in Q1 2024 and held it in 6 quarters. The position peaked at $1.17M in Q4 2024. 17 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Y-Intercept (HK) reported no remaining New Mountain Finance position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 30,404 New Mountain Finance shares in Q2 2026, an estimated $236K.
  • Y-Intercept (HK) first reported a position in New Mountain Finance in Q1 2024 and held it in 6 quarters.
  • Y-Intercept (HK)'s New Mountain Finance position peaked at $1.17M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.