Bay Harbor Wealth Management’s nCino NCNO Stock Holding History

Bay Harbor Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$128	Buy
2025 Q3	$108	Buy
2025 Q2	$83	Buy
2025 Q1	$27	Buy