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Allworth Financial’s nCino NCNO Stock Holding History

Allworth Financial’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 		$217K Buy
13,268
+9,798
+282% +$161K ﹤0.01% 1442
2026
Q1 		$52K Buy
3,470
+3,405
+5,238% +$64K ﹤0.01% 2296
2025
Q4 		$1.67K Sell
65
-106
-62% -$2.69K ﹤0.01% 4196
2025
Q3 		$4.64K Buy
171
+49
+40% +$1.43K ﹤0.01% 3600
2025
Q2 		$3.41K Buy
+122
New +$3.05K ﹤0.01% 3470
2024
Q4 		– Sell
-321
Closed -$10.1K – 4013
2024
Q3 		$10.1K Sell
321
-10
-3% -$317 ﹤0.01% 2248
2024
Q2 		$10.6K Buy
331
+325
+5,417% +$10.2K ﹤0.01% 2197
2024
Q1 		$225 Buy
+6
New +$189 ﹤0.01% 3434
2023
Q4 		– Sell
-97
Closed -$3.08K – 3564
2023
Q3 		$3.08K Sell
97
-60
-38% -$1.85K ﹤0.01% 2342
2023
Q2 		$4.73K Sell
157
-88
-36% -$2.24K ﹤0.01% 2123
2023
Q1 		$6.07K Buy
245
+229
+1,431% +$6.04K ﹤0.01% 1966
2022
Q4 		$423 Buy
16
+9
+129% +$253 ﹤0.01% 2674
2022
Q3 		$0 Buy
+7
New +$236 ﹤0.01% 2943

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

Allworth Financial's NCNO Position: Q2 2026 in Review

Allworth Financial increased its nCino (NCNO) stake by 282% in Q2 2026, buying an estimated $161K and bringing the position to 13,268 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Allworth Financial first reported a position in NCNO in Q3 2022 and has held it in 13 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Allworth Financial held 13,268 shares of nCino worth $217K as of Q2 2026.
  • Allworth Financial bought 9,798 nCino shares in Q2 2026, an estimated $161K.
  • nCino made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1442 holding.
  • Allworth Financial first reported a position in nCino in Q3 2022 and has held it in 13 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.