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

Stifel 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	$3.81M	Sell	306,647 -29,100	-9%	-$388K	﹤0.01%	1583
2026 Q1	$4.27M	Sell	335,747 -16,800	-5%	-$225K	﹤0.01%	1437
2025 Q4	$4.7M	Sell	352,547 -19,500	-5%	-$277K	﹤0.01%	1374
2025 Q3	$5.13M	Hold	372,047	–	–	﹤0.01%	1296
2025 Q2	$6.02M	Sell	372,047 -17,500	-4%	-$277K	0.01%	1148
2025 Q1	$6.61M	Sell	389,547 -117,900	-23%	-$2.03M	0.01%	1039
2024 Q4	$8.51M	Sell	507,447 -26,047	-5%	-$446K	0.01%	929
2024 Q3	$9.29M	Sell	533,494 -5,000	-0.9%	-$87.4K	0.01%	876
2024 Q2	$9.37M	Buy	+538,494	New	+$9.48M	0.01%	837

Other funds holding NCDL

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Stifel Financial's NCDL Position: Q2 2026 in Review

Stifel Financial reduced its Nuveen Churchill Direct Lending (NCDL) stake by 8.7% in Q2 2026, selling an estimated $388K and leaving 306,647 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Stifel Financial first reported a position in NCDL in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.37M in Q2 2024. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

Stifel Financial held 306,647 shares of Nuveen Churchill Direct Lending worth $3.81M as of Q2 2026.
Stifel Financial sold 29,100 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $388K.
Nuveen Churchill Direct Lending made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1583 holding.
Stifel Financial first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 9 quarters since.
Stifel Financial's Nuveen Churchill Direct Lending position peaked at $9.37M in Q2 2024.
68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.