BFA
NCNO icon

Bragg Financial Advisors’s nCino NCNO Stock Holding History

Bragg Financial Advisors’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
Q1 		– Sell
-8,785
Closed -$225K – 365
2025
Q4 		$225K Buy
+8,785
New +$223K 0.01% 339
2025
Q2 		– Sell
-17,769
Closed -$488K – 343
2025
Q1 		$488K Hold
17,769
– – 0.02% 259
2024
Q4 		$597K Sell
17,769
-6,135
-26% -$228K 0.02% 243
2024
Q3 		$755K Hold
23,904
– – 0.03% 225
2024
Q2 		$752K Hold
23,904
– – 0.03% 223
2024
Q1 		$894K Sell
23,904
-3,000
-11% -$94.5K 0.04% 207
2023
Q4 		$905K Hold
26,904
– – 0.04% 205
2023
Q3 		$856K Buy
26,904
+933
+4% +$28.8K 0.05% 205
2023
Q2 		$782K Sell
25,971
-14,543
-36% -$370K 0.04% 214
2023
Q1 		$1M Sell
40,514
-8,360
-17% -$220K 0.06% 196
2022
Q4 		$1.29M Buy
48,874
+30,470
+166% +$858K 0.08% 181
2022
Q3 		$628K Hold
18,404
– – 0.04% 206
2022
Q2 		$569K Hold
18,404
– – 0.04% 215
2022
Q1 		$754K Buy
+18,404
New +$843K 0.04% 200

Other funds holding NCNO

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Bragg Financial Advisors's NCNO Position: Q1 2026 in Review

Bragg Financial Advisors sold out of nCino (NCNO) in Q1 2026, closing a stake of 8,785 shares — an estimated $225K sold.

Bragg Financial Advisors first reported a position in NCNO in Q1 2022 and held it in 14 quarters. The position peaked at $1.29M in Q4 2022. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Bragg Financial Advisors reported no remaining nCino position as of Q1 2026 after selling out during the quarter.
  • Bragg Financial Advisors sold 8,785 nCino shares in Q1 2026, an estimated $225K.
  • Bragg Financial Advisors first reported a position in nCino in Q1 2022 and held it in 14 quarters.
  • Bragg Financial Advisors's nCino position peaked at $1.29M in Q4 2022.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.