LPL Financial
NCDL icon

LPL Financial’s Nuveen Churchill Direct Lending NCDL Stock Holding History

LPL Financial’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 		– Sell
-12,119
Closed -$154K – 6304
2026
Q1 		$154K Sell
12,119
-21,189
-64% -$284K ﹤0.01% 5581
2025
Q4 		$444K Sell
33,308
-16,517
-33% -$235K ﹤0.01% 4824
2025
Q3 		$688K Buy
49,825
+500
+1% +$8K ﹤0.01% 4362
2025
Q2 		$799K Buy
49,325
+24,676
+100% +$391K ﹤0.01% 3955
2025
Q1 		$419K Buy
24,649
+4,073
+20% +$70K ﹤0.01% 4328
2024
Q4 		$345K Buy
+20,576
New +$353K ﹤0.01% 4396

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
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

LPL Financial's NCDL Position: Q2 2026 in Review

LPL Financial sold out of Nuveen Churchill Direct Lending (NCDL) in Q2 2026, closing a stake of 12,119 shares — an estimated $154K sold.

LPL Financial first reported a position in NCDL in Q4 2024 and held it in 6 quarters. The position peaked at $799K in Q2 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • LPL Financial reported no remaining Nuveen Churchill Direct Lending position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 12,119 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $154K.
  • LPL Financial first reported a position in Nuveen Churchill Direct Lending in Q4 2024 and held it in 6 quarters.
  • LPL Financial's Nuveen Churchill Direct Lending position peaked at $799K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.