Beacon Bridge Wealth Partners’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Beacon Bridge Wealth Partners’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 Q2	$411K	Buy	33,113 +681	+2%	+$9.08K	0.12%	84
2026 Q1	$413K	Hold	32,432	–	–	0.14%	78
2025 Q4	$433K	Hold	32,432	–	–	0.14%	77
2025 Q3	$448K	Hold	32,432	–	–	0.16%	68
2025 Q2	$525K	Hold	32,432	–	–	0.21%	58
2025 Q1	$551K	Sell	32,432 -54,289	-63%	-$933K	0.24%	59
2024 Q4	$1.46M	Buy	86,721 +43,363	+100%	+$743K	0.62%	42
2024 Q3	$755K	Buy	43,358 +30,351	+233%	+$531K	0.32%	53
2024 Q2	$226K	Buy	+13,007	New	+$229K	0.1%	86

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Beacon Bridge Wealth Partners's NCDL Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Nuveen Churchill Direct Lending (NCDL) stake by 2.1% in Q2 2026, buying an estimated $9.08K and bringing the position to 33,113 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #84.

Beacon Bridge Wealth Partners first reported a position in NCDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q4 2024. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Beacon Bridge Wealth Partners held 33,113 shares of Nuveen Churchill Direct Lending worth $411K as of Q2 2026.
Beacon Bridge Wealth Partners bought 681 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $9.08K.
Nuveen Churchill Direct Lending made up 0.12% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #84 holding.
Beacon Bridge Wealth Partners first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 9 quarters since.
Beacon Bridge Wealth Partners's Nuveen Churchill Direct Lending position peaked at $1.46M in Q4 2024.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.