Corient Private Wealth
NCNO icon

Corient Private Wealth’s nCino NCNO Stock Holding History

Corient Private Wealth’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 		$555K Buy
33,960
+15,410
+83% +$253K ﹤0.01% 2152
2026
Q1 		$267K Buy
+18,550
New +$348K ﹤0.01% 2382
2024
Q4 		– Sell
-9,537
Closed -$301K – 2465
2024
Q3 		$301K Buy
+9,537
New +$302K ﹤0.01% 2009

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

Corient Private Wealth's NCNO Position: Q2 2026 in Review

Corient Private Wealth increased its nCino (NCNO) stake by 83% in Q2 2026, buying an estimated $253K and bringing the position to 33,960 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Corient Private Wealth first reported a position in NCNO in Q3 2024 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Corient Private Wealth held 33,960 shares of nCino worth $555K as of Q2 2026.
  • Corient Private Wealth bought 15,410 nCino shares in Q2 2026, an estimated $253K.
  • nCino made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2152 holding.
  • Corient Private Wealth first reported a position in nCino in Q3 2024 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.