Jones Financial Companies
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Jones Financial Companies’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Jones Financial Companies’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 		$1.27K Buy
+100
New +$1.34K ﹤0.01% 4288

Other funds holding NCDL

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Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jones Financial Companies's NCDL Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Nuveen Churchill Direct Lending (NCDL) in Q1 2026: 100 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #4288 among its holdings.

67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

  • Jones Financial Companies held 100 shares of Nuveen Churchill Direct Lending worth $1.27K as of Q1 2026.
  • Nuveen Churchill Direct Lending was a new Jones Financial Companies position in Q1 2026.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4288 holding.
  • 67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.