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Advisors Asset Management’s nCino NCNO Stock Holding History

Advisors Asset 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 		$18K Sell
1,103
-8
-0.7% -$131 ﹤0.01% 1349
2026
Q1 		$16.6K Sell
1,111
-11
-1% -$207 ﹤0.01% 1363
2025
Q4 		$28.8K Sell
1,122
-11
-1% -$279 ﹤0.01% 1335
2025
Q3 		$30.7K Buy
1,133
+6
+0.5% +$175 ﹤0.01% 1325
2025
Q2 		$31.5K Buy
1,127
+458
+68% +$11.4K ﹤0.01% 1315
2025
Q1 		$18.4K Buy
+669
New +$21.2K ﹤0.01% 1367
2024
Q3 		– Sell
-612
Closed -$19.2K – 1496
2024
Q2 		$19.2K Sell
612
-247
-29% -$7.72K ﹤0.01% 1367
2024
Q1 		$32.1K Sell
859
-166
-16% -$5.23K ﹤0.01% 1326
2023
Q4 		$34.5K Sell
1,025
-339
-25% -$10.1K ﹤0.01% 1321
2023
Q3 		$43.4K Sell
1,364
-400
-23% -$12.3K ﹤0.01% 1295
2023
Q2 		$53.1K Sell
1,764
-251
-12% -$6.39K ﹤0.01% 1271
2023
Q1 		$49.9K Sell
2,015
-1,175
-37% -$31K ﹤0.01% 1307
2022
Q4 		$84.3K Sell
3,190
-654
-17% -$18.4K ﹤0.01% 1275
2022
Q3 		$131K Buy
3,844
+84
+2% +$2.83K ﹤0.01% 1219
2022
Q2 		$116K Buy
3,760
+331
+10% +$11.7K ﹤0.01% 1263
2022
Q1 		$141K Buy
3,429
+1,111
+48% +$50.9K ﹤0.01% 1303
2021
Q4 		$127K Buy
2,318
+1,591
+219% +$103K ﹤0.01% 1337
2021
Q3 		$52K Buy
+727
New +$48.5K ﹤0.01% 1365

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisors Asset Management's NCNO Position: Q2 2026 in Review

Advisors Asset Management reduced its nCino (NCNO) stake by 0.72% in Q2 2026, selling an estimated $131 and leaving 1,103 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Advisors Asset Management first reported a position in NCNO in Q3 2021 and has held it in 18 quarters since. The position peaked at $141K in Q1 2022. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Advisors Asset Management held 1,103 shares of nCino worth $18K as of Q2 2026.
  • Advisors Asset Management sold 8 nCino shares in Q2 2026, an estimated $131.
  • nCino made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1349 holding.
  • Advisors Asset Management first reported a position in nCino in Q3 2021 and has held it in 18 quarters since.
  • Advisors Asset Management's nCino position peaked at $141K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.