Commonwealth Equity Services’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Commonwealth Equity Services’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	$734K	Hold	59,077	–	–	﹤0.01%	2982
2026 Q1	$751K	Buy	59,077 +9,049	+18%	+$121K	﹤0.01%	2853
2025 Q4	$667K	Buy	50,028 +14,899	+42%	+$212K	﹤0.01%	2929
2025 Q3	$485K	Hold	35,129	–	–	﹤0.01%	3199
2025 Q2	$569K	Buy	35,129 +10,249	+41%	+$162K	﹤0.01%	3042
2025 Q1	$422K	Hold	24,880	–	–	﹤0.01%	3175
2024 Q4	$417K	Buy	24,880 +12,333	+98%	+$211K	﹤0.01%	3122
2024 Q3	$219K	Buy	+12,547	New	+$219K	﹤0.01%	3617

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

Commonwealth Equity Services's NCDL Position: Q2 2026 in Review

Commonwealth Equity Services held its Nuveen Churchill Direct Lending (NCDL) position steady in Q2 2026 at 59,077 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

Commonwealth Equity Services first reported a position in NCDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $751K in Q1 2026. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Commonwealth Equity Services held 59,077 shares of Nuveen Churchill Direct Lending worth $734K as of Q2 2026.
Commonwealth Equity Services left its Nuveen Churchill Direct Lending share count unchanged in Q2 2026.
Nuveen Churchill Direct Lending made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2982 holding.
Commonwealth Equity Services first reported a position in Nuveen Churchill Direct Lending in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Nuveen Churchill Direct Lending position peaked at $751K in Q1 2026.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.