Bank of Montreal
NCNO icon

Bank of Montreal’s nCino NCNO Stock Holding History

Bank of Montreal’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
Q1 		– Sell
-12,500
Closed -$420K – 3654
2024
Q4 		$420K Buy
+12,500
New +$465K ﹤0.01% 2335
2024
Q1 		– Sell
-21,800
Closed -$749K – 4188
2023
Q4 		$749K Buy
+21,800
New +$649K ﹤0.01% 2243

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal's NCNO Position: Q2 2026 in Review

Bank of Montreal increased its nCino (NCNO) stake by 183% in Q2 2026, buying an estimated $50M and bringing the position to 4,710,565 shares worth $77M. The position accounts for 0.03% of the portfolio, ranked #462.

Bank of Montreal first reported a position in NCNO in Q3 2020 and has held it in 9 quarters since. 169 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Bank of Montreal held 4,710,565 shares of nCino worth $77M as of Q2 2026.
  • Bank of Montreal bought 3,044,243 nCino shares in Q2 2026, an estimated $50M.
  • nCino made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #462 holding.
  • Bank of Montreal first reported a position in nCino in Q3 2020 and has held it in 9 quarters since.
  • 169 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.