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Clayton Financial Group’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Clayton Financial 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
2026
Q3 		$28.3K Buy
+2,518
New +$31.1K 0.01% 143

Other funds holding NCDL

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 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

Clayton Financial Group's NCDL Position: Q3 2026 in Review

Clayton Financial Group opened a new position in Nuveen Churchill Direct Lending (NCDL) in Q3 2026: 2,518 shares worth $28.3K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings.

7 funds tracked by Wall St. Rank hold NCDL as of Q3 2026.

  • Clayton Financial Group held 2,518 shares of Nuveen Churchill Direct Lending worth $28.3K as of Q3 2026.
  • Nuveen Churchill Direct Lending was a new Clayton Financial Group position in Q3 2026.
  • Nuveen Churchill Direct Lending made up 0.01% of Clayton Financial Group's portfolio in Q3 2026, its #143 holding.
  • 7 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.