Bank of America
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Bank of America’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Bank of America’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.88M Buy
147,909
+27,970
+23% +$375K ﹤0.01% 4155
2025
Q4 		$1.6M Buy
119,939
+26,330
+28% +$374K ﹤0.01% 4239
2025
Q3 		$1.29M Buy
93,609
+7,573
+9% +$121K ﹤0.01% 5155
2025
Q2 		$1.39M Buy
86,036
+25,106
+41% +$397K ﹤0.01% 5056
2025
Q1 		$1.03M Sell
60,930
-15,061
-20% -$259K ﹤0.01% 5191
2024
Q4 		$1.28M Buy
75,991
+38,384
+102% +$658K ﹤0.01% 4817
2024
Q3 		$655K Buy
37,607
+16,750
+80% +$293K ﹤0.01% 5320
2024
Q2 		$363K Buy
20,857
+15,857
+317% +$279K ﹤0.01% 5545
2024
Q1 		$90.3K Buy
+5,000
New +$86.8K ﹤0.01% 6289

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America's NCDL Position: Q1 2026 in Review

Bank of America increased its Nuveen Churchill Direct Lending (NCDL) stake by 23% in Q1 2026, buying an estimated $375K and bringing the position to 147,909 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Bank of America first reported a position in NCDL in Q1 2024 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

  • Bank of America held 147,909 shares of Nuveen Churchill Direct Lending worth $1.88M as of Q1 2026.
  • Bank of America bought 27,970 Nuveen Churchill Direct Lending shares in Q1 2026, an estimated $375K.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4155 holding.
  • Bank of America first reported a position in Nuveen Churchill Direct Lending in Q1 2024 and has held it in 9 quarters since.
  • 67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.