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Grimes & Company’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Grimes & Company’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
Q1 		– Sell
-12,285
Closed -$164K – 461
2025
Q4 		$164K Buy
+12,285
New +$174K ﹤0.01% 444

Other funds holding NCDL

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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
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Grimes & Company's NCDL Position: Q1 2026 in Review

Grimes & Company sold out of Nuveen Churchill Direct Lending (NCDL) in Q1 2026, closing a stake of 12,285 shares — an estimated $164K sold.

Grimes & Company first reported a position in NCDL in Q4 2025 and held it in 1 quarter. The position peaked at $164K in Q4 2025. 67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

  • Grimes & Company reported no remaining Nuveen Churchill Direct Lending position as of Q1 2026 after selling out during the quarter.
  • Grimes & Company sold 12,285 Nuveen Churchill Direct Lending shares in Q1 2026, an estimated $164K.
  • Grimes & Company first reported a position in Nuveen Churchill Direct Lending in Q4 2025 and held it in 1 quarter.
  • Grimes & Company's Nuveen Churchill Direct Lending position peaked at $164K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.