EWA
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EverSource Wealth Advisors’s nCino NCNO Stock Holding History

EverSource 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 		$156K Buy
9,554
+6,237
+188% +$102K 0.01% 1147
2026
Q1 		$49.7K Buy
3,317
+3,255
+5,250% +$61.1K ﹤0.01% 1891
2025
Q4 		$1.59K Buy
62
+53
+589% +$1.35K ﹤0.01% 3578
2025
Q3 		$244 Buy
+9
New +$263 ﹤0.01% 4072
2025
Q2 		– Sell
-9
Closed -$247 – 4325
2025
Q1 		$247 Sell
9
-93
-91% -$2.94K ﹤0.01% 3654
2024
Q4 		$3.42K Buy
102
+91
+827% +$3.39K ﹤0.01% 2508
2024
Q3 		$347 Hold
11
– – ﹤0.01% 2919
2024
Q2 		$360 Sell
11
-7
-39% -$219 ﹤0.01% 2948
2024
Q1 		$525 Buy
+18
New +$567 ﹤0.01% 2705

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

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

EverSource Wealth Advisors increased its nCino (NCNO) stake by 188% in Q2 2026, buying an estimated $102K and bringing the position to 9,554 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #1147.

EverSource Wealth Advisors first reported a position in NCNO in Q1 2024 and has held it in 9 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • EverSource Wealth Advisors held 9,554 shares of nCino worth $156K as of Q2 2026.
  • EverSource Wealth Advisors bought 6,237 nCino shares in Q2 2026, an estimated $102K.
  • nCino made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1147 holding.
  • EverSource Wealth Advisors first reported a position in nCino in Q1 2024 and has held it in 9 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.