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Capital Advisors Ltd’s nCino NCNO Stock Holding History

Capital Advisors Ltd’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 		$0 Sell
25
-3
-11% -$49 ﹤0.01% 1508
2026
Q1 		$0 Buy
+28
New +$526 ﹤0.01% 1519
2023
Q1 		– Sell
-15
Closed – – 1431
2022
Q4 		$0 Sell
15
-34
-69% -$957 ﹤0.01% 1489
2022
Q3 		$2K Buy
49
+37
+308% +$1.25K ﹤0.01% 875
2022
Q2 		$0 Buy
+12
New +$424 ﹤0.01% 1209

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

Capital Advisors Ltd's NCNO Position: Q2 2026 in Review

Capital Advisors Ltd reduced its nCino (NCNO) stake by 11% in Q2 2026, selling an estimated $49 and leaving 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Capital Advisors Ltd first reported a position in NCNO in Q2 2022 and has held it in 5 quarters since. The position peaked at $2K in Q3 2022. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Capital Advisors Ltd held 25 shares of nCino worth $0 as of Q2 2026.
  • Capital Advisors Ltd sold 3 nCino shares in Q2 2026, an estimated $49.
  • nCino made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1508 holding.
  • Capital Advisors Ltd first reported a position in nCino in Q2 2022 and has held it in 5 quarters since.
  • Capital Advisors Ltd's nCino position peaked at $2K in Q3 2022.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.