Diversify Wealth Management’s nCino NCNO Stock Holding History

Diversify Wealth Management’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	$380K	Sell	21,507 -1,594	-7%	-$26.2K	0.01%	974
2026 Q1	$403K	Buy	23,101 +4,621	+25%	+$86.8K	0.01%	864
2025 Q4	$464K	Buy	18,480 +7,380	+66%	+$187K	0.02%	452
2025 Q3	$297K	Sell	11,100 -1,132	-9%	-$33.1K	0.02%	457
2025 Q2	$323K	Sell	12,232 -965	-7%	-$24.1K	0.02%	444
2025 Q1	$309K	Sell	13,197 -922	-7%	-$29.2K	0.02%	432
2024 Q4	$459K	Sell	14,119 -1,029	-7%	-$38.3K	0.04%	358
2024 Q3	$569K	Sell	15,148 -73,531	-83%	-$2.33M	0.05%	298
2024 Q2	$2.73M	Buy	+88,679	New	+$2.77M	0.34%	71

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Diversify Wealth Management's NCNO Position: Q2 2026 in Review

Diversify Wealth Management reduced its nCino (NCNO) stake by 6.9% in Q2 2026, selling an estimated $26.2K and leaving 21,507 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #974.

Diversify Wealth Management first reported a position in NCNO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.73M in Q2 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Diversify Wealth Management held 21,507 shares of nCino worth $380K as of Q2 2026.
Diversify Wealth Management sold 1,594 nCino shares in Q2 2026, an estimated $26.2K.
nCino made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #974 holding.
Diversify Wealth Management first reported a position in nCino in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's nCino position peaked at $2.73M in Q2 2024.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.