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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 $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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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.