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CM Wealth Advisors’s nCino NCNO Stock Holding History

CM Wealth 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 		$1.79M Buy
109,424
+3,012
+3% +$49.4K 0.32% 33
2026
Q1 		$1.59M Buy
106,412
+12,063
+13% +$227K 0.34% 32
2025
Q4 		$2.42M Buy
94,349
+83,373
+760% +$2.12M 0.55% 23
2025
Q3 		$298K Hold
10,976
– – 0.08% 75
2025
Q2 		$307K Buy
+10,976
New +$274K 0.09% 71

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

CM Wealth Advisors's NCNO Position: Q2 2026 in Review

CM Wealth Advisors increased its nCino (NCNO) stake by 2.8% in Q2 2026, buying an estimated $49.4K and bringing the position to 109,424 shares worth $1.79M. The position accounts for 0.32% of the portfolio, ranked #33.

CM Wealth Advisors first reported a position in NCNO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.42M in Q4 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • CM Wealth Advisors held 109,424 shares of nCino worth $1.79M as of Q2 2026.
  • CM Wealth Advisors bought 3,012 nCino shares in Q2 2026, an estimated $49.4K.
  • nCino made up 0.32% of CM Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • CM Wealth Advisors first reported a position in nCino in Q2 2025 and has held it in 5 quarters since.
  • CM Wealth Advisors's nCino position peaked at $2.42M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.