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Centurion Wealth Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Centurion Wealth Management’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
Q3 		$3.83M Buy
341,164
+28,856
+9% +$357K 0.92% 24
2026
Q2 		$3.88M Buy
+312,308
New +$4.16M 0.93% 24

Other funds holding NCDL

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Centurion Wealth Management's NCDL Position: Q3 2026 in Review

Centurion Wealth Management increased its Nuveen Churchill Direct Lending (NCDL) stake by 9.2% in Q3 2026, buying an estimated $357K and bringing the position to 341,164 shares worth $3.83M. The position accounts for 0.92% of the portfolio, ranked #24.

Centurion Wealth Management first reported a position in NCDL in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.88M in Q2 2026. 7 funds tracked by Wall St. Rank hold NCDL as of Q3 2026.

  • Centurion Wealth Management held 341,164 shares of Nuveen Churchill Direct Lending worth $3.83M as of Q3 2026.
  • Centurion Wealth Management bought 28,856 Nuveen Churchill Direct Lending shares in Q3 2026, an estimated $357K.
  • Nuveen Churchill Direct Lending made up 0.92% of Centurion Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Centurion Wealth Management first reported a position in Nuveen Churchill Direct Lending in Q2 2026 and has held it in 2 quarters since.
  • Centurion Wealth Management's Nuveen Churchill Direct Lending position peaked at $3.88M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.