BFC Planning, Inc.’s Nuveen Churchill Direct Lending NCDL Stock Holding History

BFC Planning, Inc.’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	$2.92K	Buy	+235	New	+$3.13K	﹤0.01%	2887

Other funds holding NCDL

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Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

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

BFC Planning, Inc.'s NCDL Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Nuveen Churchill Direct Lending (NCDL) in Q2 2026: 235 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #2887 among its holdings.

69 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

BFC Planning, Inc. held 235 shares of Nuveen Churchill Direct Lending worth $2.92K as of Q2 2026.
Nuveen Churchill Direct Lending was a new BFC Planning, Inc. position in Q2 2026.
Nuveen Churchill Direct Lending made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2887 holding.
69 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.