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Angeles Wealth Management’s nCino NCNO Stock Holding History

Angeles 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 		$555K Buy
33,958
+15,621
+85% +$256K 0.03% 254
2026
Q1 		$275K Buy
18,337
+5,417
+42% +$102K 0.01% 341
2025
Q4 		$331K Buy
12,920
+2,195
+20% +$55.7K 0.02% 279
2025
Q3 		$291K Sell
10,725
-773
-7% -$22.6K 0.02% 262
2025
Q2 		$322K Buy
11,498
+4,096
+55% +$102K 0.02% 250
2025
Q1 		$203K Buy
7,402
+877
+13% +$27.7K 0.02% 280
2024
Q4 		$219K Buy
+6,525
New +$243K 0.02% 276

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

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

Angeles Wealth Management increased its nCino (NCNO) stake by 85% in Q2 2026, buying an estimated $256K and bringing the position to 33,958 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #254.

Angeles Wealth Management first reported a position in NCNO in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Angeles Wealth Management held 33,958 shares of nCino worth $555K as of Q2 2026.
  • Angeles Wealth Management bought 15,621 nCino shares in Q2 2026, an estimated $256K.
  • nCino made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Angeles Wealth Management first reported a position in nCino in Q4 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.