Sunbelt Securities’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Sunbelt Securities’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	$61.3K	Buy	4,820 +500	+12%	+$6.71K	﹤0.01%	975
2025 Q4	$57.6K	Sell	4,320 -6,180	-59%	-$87.8K	﹤0.01%	961
2025 Q3	$145K	Buy	10,500 +2,995	+40%	+$47.9K	0.01%	728
2025 Q2	$126K	Buy	7,505 +305	+4%	+$4.83K	0.01%	712
2025 Q1	$122K	Sell	7,200 -305	-4%	-$5.24K	0.01%	691
2024 Q4	$127K	Buy	7,505 +9	+0.1%	+$154	0.01%	711
2024 Q3	$131K	Buy	7,496 +2,009	+37%	+$35.1K	0.01%	696
2024 Q2	$95.5K	Buy	+5,487	New	+$96.6K	0.01%	745

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

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

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

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sunbelt Securities's NCDL Position: Q1 2026 in Review

Sunbelt Securities increased its Nuveen Churchill Direct Lending (NCDL) stake by 12% in Q1 2026, buying an estimated $6.71K and bringing the position to 4,820 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Sunbelt Securities first reported a position in NCDL in Q2 2024 and has held it in 8 quarters since. The position peaked at $145K in Q3 2025. 67 funds tracked by Wall St. Rank hold NCDL as of Q1 2026.

Sunbelt Securities held 4,820 shares of Nuveen Churchill Direct Lending worth $61.3K as of Q1 2026.
Sunbelt Securities bought 500 Nuveen Churchill Direct Lending shares in Q1 2026, an estimated $6.71K.
Nuveen Churchill Direct Lending made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #975 holding.
Sunbelt Securities first reported a position in Nuveen Churchill Direct Lending in Q2 2024 and has held it in 8 quarters since.
Sunbelt Securities's Nuveen Churchill Direct Lending position peaked at $145K in Q3 2025.
67 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.