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Merit Financial Group’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Merit Financial Group’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
-45,831
Closed -$611K – 2174
2025
Q4 		$611K Hold
45,831
– – ﹤0.01% 1185
2025
Q3 		$632K Sell
45,831
-695
-1% -$11.1K 0.01% 1052
2025
Q2 		$753K Sell
46,526
-37,941
-45% -$601K 0.01% 912
2025
Q1 		$1.43M Buy
84,467
+695
+0.8% +$11.9K 0.02% 524
2024
Q4 		$1.41M Hold
83,772
– – 0.03% 423
2024
Q3 		$1.46M Buy
83,772
+1,000
+1% +$17.5K 0.03% 340
2024
Q2 		$1.44M Hold
82,772
– – 0.03% 332
2024
Q1 		$1.45M Buy
+82,772
New +$1.44M 0.03% 323

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
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

Merit Financial Group's NCDL Position: Q1 2026 in Review

Merit Financial Group sold out of Nuveen Churchill Direct Lending (NCDL) in Q1 2026, closing a stake of 45,831 shares — an estimated $611K sold.

Merit Financial Group first reported a position in NCDL in Q1 2024 and held it in 8 quarters. The position peaked at $1.46M in Q3 2024. 67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

  • Merit Financial Group reported no remaining Nuveen Churchill Direct Lending position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 45,831 Nuveen Churchill Direct Lending shares in Q1 2026, an estimated $611K.
  • Merit Financial Group first reported a position in Nuveen Churchill Direct Lending in Q1 2024 and held it in 8 quarters.
  • Merit Financial Group's Nuveen Churchill Direct Lending position peaked at $1.46M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.