Advisory Services Network’s nCino NCNO Stock Holding History

Advisory Services Network’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	–	Sell	-2,750	Closed	-$41.2K	–	3746
2026 Q1	$41.2K	Buy	+2,750	New	+$51.7K	﹤0.01%	2739
2025 Q4	–	Sell	-2,415	Closed	-$65.5K	–	3384
2025 Q3	$65.5K	Buy	+2,415	New	+$70.6K	﹤0.01%	2291
2024 Q1	–	Sell	-5,077	Closed	-$171K	–	2846
2023 Q4	$171K	Buy	+5,077	New	+$151K	﹤0.01%	1364
2023 Q2	–	Sell	-5,545	Closed	-$137K	–	2824
2023 Q1	$137K	Buy	5,545 +1,633	+42%	+$43.1K	﹤0.01%	1478
2022 Q4	$103K	Buy	+3,912	New	+$110K	﹤0.01%	1598
2022 Q2	–	Sell	-6,416	Closed	-$263K	–	1451
2022 Q1	$263K	Buy	+6,416	New	+$294K	0.01%	1211
2021 Q3	–	Sell	-450	Closed	-$27K	–	2563
2021 Q2	$27K	Buy	+450	New	+$28.4K	﹤0.01%	2340
2020 Q4	–	Sell	-13	Closed	-$1K	–	3553
2020 Q3	$1K	Buy	+13	New	+$1.04K	﹤0.01%	3353

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisory Services Network's NCNO Position: Q2 2026 in Review

Advisory Services Network sold out of nCino (NCNO) in Q2 2026, closing a stake of 2,750 shares — an estimated $41.2K sold.

Advisory Services Network first reported a position in NCNO in Q3 2020 and held it in 8 quarters. The position peaked at $263K in Q1 2022. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Advisory Services Network reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,750 nCino shares in Q2 2026, an estimated $41.2K.
Advisory Services Network first reported a position in nCino in Q3 2020 and held it in 8 quarters.
Advisory Services Network's nCino position peaked at $263K in Q1 2022.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.