PF
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Prota Financial’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Prota 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 		$155K Hold
12,240
– – 0.1% 67
2026
Q1 		$156K Hold
12,240
– – 0.11% 64
2025
Q4 		$163K Buy
+12,240
New +$174K 0.12% 66

Other funds holding NCDL

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Prota Financial's NCDL Position: Q2 2026 in Review

Prota Financial held its Nuveen Churchill Direct Lending (NCDL) position steady in Q2 2026 at 12,240 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #67.

Prota Financial first reported a position in NCDL in Q4 2025 and has held it in 3 quarters since. The position peaked at $163K in Q4 2025. 11 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • Prota Financial held 12,240 shares of Nuveen Churchill Direct Lending worth $155K as of Q2 2026.
  • Prota Financial left its Nuveen Churchill Direct Lending share count unchanged in Q2 2026.
  • Nuveen Churchill Direct Lending made up 0.1% of Prota Financial's portfolio in Q2 2026, its #67 holding.
  • Prota Financial first reported a position in Nuveen Churchill Direct Lending in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Nuveen Churchill Direct Lending position peaked at $163K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.