Clearstead Advisors’s nCino NCNO Stock Holding History

Clearstead 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 Q2	$25.7K	Buy	+1,574	New	+$25.8K	﹤0.01%	1723
2026 Q1	–	Sell	-182	Closed	-$4.67K	–	2644
2025 Q4	$4.67K	Buy	+182	New	+$4.62K	﹤0.01%	2030
2025 Q2	–	Sell	-301	Closed	-$8.27K	–	2829
2025 Q1	$8.27K	Sell	301 -187	-38%	-$5.92K	﹤0.01%	1660
2024 Q4	$16.4K	Hold	488	–	–	﹤0.01%	1449
2024 Q3	$15.4K	Hold	488	–	–	﹤0.01%	1493
2024 Q2	$15.3K	Buy	+488	New	+$15.3K	﹤0.01%	1447
2023 Q3	–	Sell	-20	Closed	-$603	–	1546
2023 Q2	$603	Hold	20	–	–	﹤0.01%	1286
2023 Q1	$496	Hold	20	–	–	﹤0.01%	1302
2022 Q4	$529	Hold	20	–	–	﹤0.01%	1225
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1172
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1202
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	1309
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	1197
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	1224
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	1172
2021 Q1	$1K	Buy	+20	New	+$1.43K	﹤0.01%	1042

Other funds holding NCNO

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Clearstead Advisors's NCNO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in nCino (NCNO) in Q2 2026: 1,574 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #1723 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NCNO as recently as Q4 2025.

Clearstead Advisors first reported a position in NCNO in Q1 2021 and has held it in 16 quarters since. 130 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Clearstead Advisors held 1,574 shares of nCino worth $25.7K as of Q2 2026.
nCino was a new Clearstead Advisors position in Q2 2026.
nCino made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1723 holding.
Clearstead Advisors first reported a position in nCino in Q1 2021 and has held it in 16 quarters since.
130 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.