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 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 $372M AUM 78.25% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stifel Financial's NCDL Position: Q1 2026 in Review

Stifel Financial reduced its Nuveen Churchill Direct Lending (NCDL) stake by 4.8% in Q1 2026, selling an estimated $225K and leaving 335,747 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Stifel Financial first reported a position in NCDL in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.37M in Q2 2024. 67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

Stifel Financial held 335,747 shares of Nuveen Churchill Direct Lending worth $4.27M as of Q1 2026.
Stifel Financial sold 16,800 Nuveen Churchill Direct Lending shares in Q1 2026, an estimated $225K.
Nuveen Churchill Direct Lending made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1437 holding.
Stifel Financial first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 8 quarters since.
Stifel Financial's Nuveen Churchill Direct Lending position peaked at $9.37M in Q2 2024.
67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.