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Alliance Wealth Advisors (Utah)’s nCino NCNO Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q4 		– Sell
-14,283
Closed -$387K – 285
2025
Q3 		$387K Sell
14,283
-2,963
-17% -$86.6K 0.09% 200
2025
Q2 		$482K Buy
17,246
+2,727
+19% +$68.1K 0.12% 169
2025
Q1 		$399K Sell
14,519
-406
-3% -$12.8K 0.1% 181
2024
Q4 		$501K Sell
14,925
-176
-1% -$6.55K 0.13% 160
2024
Q3 		$477K Sell
15,101
-381
-2% -$12.1K 0.13% 157
2024
Q2 		$487K Buy
15,482
+2,176
+16% +$68K 0.14% 141
2024
Q1 		$497K Sell
13,306
-135
-1% -$4.25K 0.15% 139
2023
Q4 		$452K Buy
13,441
+196
+1% +$5.83K 0.15% 142
2023
Q3 		$421K Buy
13,245
+239
+2% +$7.38K 0.16% 139
2023
Q2 		$392K Buy
13,006
+14
+0.1% +$356 0.15% 146
2023
Q1 		$322K Buy
12,992
+5,350
+70% +$141K 0.13% 166
2022
Q4 		$202K Buy
+7,642
New +$215K 0.09% 212

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s NCNO Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of nCino (NCNO) in Q4 2025, closing a stake of 14,283 shares — an estimated $387K sold.

Alliance Wealth Advisors (Utah) first reported a position in NCNO in Q4 2022 and held it in 12 quarters. The position peaked at $501K in Q4 2024. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 14,283 nCino shares in Q4 2025, an estimated $387K.
  • Alliance Wealth Advisors (Utah) first reported a position in nCino in Q4 2022 and held it in 12 quarters.
  • Alliance Wealth Advisors (Utah)'s nCino position peaked at $501K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.