Farther Finance Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Farther Finance Advisors’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 Q3	–	Sell	-4,570	Closed	-$74K	–	5037
2025 Q2	$74K	Buy	4,570 +25	+0.6%	+$396	﹤0.01%	1917
2025 Q1	$77.6K	Sell	4,545 -967	-18%	-$16.6K	﹤0.01%	1667
2024 Q4	$92.5K	Buy	5,512 +2,311	+72%	+$39.6K	﹤0.01%	1336
2024 Q3	$55.8K	Buy	3,201 +1,745	+120%	+$30.5K	﹤0.01%	1588
2024 Q2	$25.4K	Buy	1,456 +1,331	+1,065%	+$23.4K	﹤0.01%	1702
2024 Q1	$2.23K	Buy	+125	New	+$2.17K	﹤0.01%	2445

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farther Finance Advisors's NCDL Position: Q3 2025 in Review

Farther Finance Advisors sold out of Nuveen Churchill Direct Lending (NCDL) in Q3 2025, closing a stake of 4,570 shares — an estimated $74K sold.

Farther Finance Advisors first reported a position in NCDL in Q1 2024 and held it in 6 quarters. The position peaked at $92.5K in Q4 2024. 78 funds tracked by Wall St. Rank hold NCDL as of Q3 2025.

Farther Finance Advisors reported no remaining Nuveen Churchill Direct Lending position as of Q3 2025 after selling out during the quarter.
Farther Finance Advisors sold 4,570 Nuveen Churchill Direct Lending shares in Q3 2025, an estimated $74K.
Farther Finance Advisors first reported a position in Nuveen Churchill Direct Lending in Q1 2024 and held it in 6 quarters.
Farther Finance Advisors's Nuveen Churchill Direct Lending position peaked at $92.5K in Q4 2024.
78 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q3 2025.

Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.