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Diversified Trust’s nCino NCNO Stock Holding History

Diversified Trust’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 		$404K Buy
+24,700
New +$405K 0.01% 820

Other funds holding NCNO

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Diversified Trust's NCNO Position: Q2 2026 in Review

Diversified Trust opened a new position in nCino (NCNO) in Q2 2026: 24,700 shares worth $404K. The stake represents 0.01% of the portfolio and ranks #820 among its holdings.

24 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Diversified Trust held 24,700 shares of nCino worth $404K as of Q2 2026.
  • nCino was a new Diversified Trust position in Q2 2026.
  • nCino made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #820 holding.
  • 24 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.