Activest Wealth Management’s nCino NCNO Stock Holding History

Activest Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$540	Buy	+33	New	+$542	﹤0.01%	1051
2025 Q2	–	Sell	-13	Closed	-$325	–	1135
2025 Q1	$357	Buy	+13	New	+$411	﹤0.01%	882
2021 Q4	–	Sell	-102	Closed	-$7K	–	378
2021 Q3	$7K	Buy	+102	New	+$6.8K	﹤0.01%	260

Other funds holding NCNO

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Activest Wealth Management's NCNO Position: Q2 2026 in Review

Activest Wealth Management opened a new position in nCino (NCNO) in Q2 2026: 33 shares worth $540. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in NCNO as recently as Q1 2025.

Activest Wealth Management first reported a position in NCNO in Q3 2021 and has held it in 3 quarters since. The position peaked at $7K in Q3 2021. 43 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Activest Wealth Management held 33 shares of nCino worth $540 as of Q2 2026.
nCino was a new Activest Wealth Management position in Q2 2026.
nCino made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1051 holding.
Activest Wealth Management first reported a position in nCino in Q3 2021 and has held it in 3 quarters since.
Activest Wealth Management's nCino position peaked at $7K in Q3 2021.
43 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.