Elevation Wealth Partners’s nCino NCNO Stock Holding History

Elevation Wealth Partners’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	–	Sell	-345	Closed	-$5.17K	–	1341
2026 Q1	$5.17K	Buy	+345	New	+$6.48K	﹤0.01%	701

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

Elevation Wealth Partners's NCNO Position: Q2 2026 in Review

Elevation Wealth Partners sold out of nCino (NCNO) in Q2 2026, closing a stake of 345 shares — an estimated $5.17K sold.

Elevation Wealth Partners first reported a position in NCNO in Q1 2026 and held it in 1 quarter. The position peaked at $5.17K in Q1 2026. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Elevation Wealth Partners reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
Elevation Wealth Partners sold 345 nCino shares in Q2 2026, an estimated $5.17K.
Elevation Wealth Partners first reported a position in nCino in Q1 2026 and held it in 1 quarter.
Elevation Wealth Partners's nCino position peaked at $5.17K in Q1 2026.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.