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Global Retirement Partners’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Global Retirement Partners’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 		$514K Buy
+41,378
New +$551K 0.01% 1021
2025
Q4 		$64K Sell
4,796
-1,338
-22% -$19K ﹤0.01% 2205
2025
Q3 		$84.6K Buy
+6,134
New +$98.1K ﹤0.01% 1592

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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Global Retirement Partners's NCDL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen Churchill Direct Lending (NCDL) in Q2 2026: 41,378 shares worth $514K. The stake represents 0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NCDL as recently as Q4 2025.

Global Retirement Partners first reported a position in NCDL in Q3 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • Global Retirement Partners held 41,378 shares of Nuveen Churchill Direct Lending worth $514K as of Q2 2026.
  • Nuveen Churchill Direct Lending was a new Global Retirement Partners position in Q2 2026.
  • Nuveen Churchill Direct Lending made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1021 holding.
  • Global Retirement Partners first reported a position in Nuveen Churchill Direct Lending in Q3 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.