CIBC Private Wealth Group
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CIBC Private Wealth Group’s Nuveen Churchill Direct Lending NCDL Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$17.3K Hold
1,300
– – ﹤0.01% 2218
2025
Q3 		$17.9K Hold
1,300
– – ﹤0.01% 2187
2025
Q2 		$21K Buy
+1,300
New +$20.6K ﹤0.01% 1996

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CIBC Private Wealth Group's NCDL Position: Q4 2025 in Review

CIBC Private Wealth Group held its Nuveen Churchill Direct Lending (NCDL) position steady in Q4 2025 at 1,300 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

CIBC Private Wealth Group first reported a position in NCDL in Q2 2025 and has held it in 3 quarters since. The position peaked at $21K in Q2 2025. 85 funds tracked by Wall St. Rank hold NCDL as of Q4 2025.

  • CIBC Private Wealth Group held 1,300 shares of Nuveen Churchill Direct Lending worth $17.3K as of Q4 2025.
  • CIBC Private Wealth Group left its Nuveen Churchill Direct Lending share count unchanged in Q4 2025.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2218 holding.
  • CIBC Private Wealth Group first reported a position in Nuveen Churchill Direct Lending in Q2 2025 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's Nuveen Churchill Direct Lending position peaked at $21K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.