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New Mountain Finance Corp shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of New Mountain Finance Corp (NMFC) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in New Mountain Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including New Mountain Finance Corp held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Mountain Finance Corp by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $260k 36k 7.17

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Top funds holding New Mountain Finance Corp

LSV Asset Management
UBS Group
Van Eck Associates Corp.
Invesco
Russell Investments
Dimension Capital Management Partners
CI Private Wealth
HPM Partners
National Philanthropic Trust
Muzinich & Co
Pathstone Holdings
Legal & General Group
Morgan Stanley
Two Sigma Investments
Sumitomo Mitsui Trust Holdings

View all funds holding New Mountain Finance Corp