Bleakley Financial Group’s nCino NCNO Stock Holding History

Bleakley Financial Group’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	$1.22M	Buy	74,621 +44,096	+144%	+$724K	0.02%	598
2026 Q1	$457K	Buy	30,525 +2,054	+7%	+$38.6K	0.01%	649
2025 Q4	$730K	Sell	28,471 -46,142	-62%	-$1.17M	0.01%	533
2025 Q3	$2.02M	Sell	74,613 -43	-0.1%	-$1.26K	0.05%	290
2025 Q2	$2.09M	Sell	74,656 -178	-0.2%	-$4.45K	0.05%	267
2025 Q1	$2.06M	Sell	74,834 -27	-0%	-$854	0.07%	237
2024 Q4	$2.51M	Sell	74,861 -11	-0%	-$410	0.08%	217
2024 Q3	$2.37M	Sell	74,872 -37,362	-33%	-$1.18M	0.07%	226
2024 Q2	$3.53M	Buy	+112,234	New	+$3.51M	0.1%	187

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bleakley Financial Group's NCNO Position: Q2 2026 in Review

Bleakley Financial Group increased its nCino (NCNO) stake by 144% in Q2 2026, buying an estimated $724K and bringing the position to 74,621 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #598.

Bleakley Financial Group first reported a position in NCNO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.53M in Q2 2024. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Bleakley Financial Group held 74,621 shares of nCino worth $1.22M as of Q2 2026.
Bleakley Financial Group bought 44,096 nCino shares in Q2 2026, an estimated $724K.
nCino made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #598 holding.
Bleakley Financial Group first reported a position in nCino in Q2 2024 and has held it in 9 quarters since.
Bleakley Financial Group's nCino position peaked at $3.53M in Q2 2024.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.