Financial Network Wealth Advisors’s nCino NCNO Stock Holding History

Financial Network 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	$1.64K	Sell	100 -223	-69%	-$3.66K	﹤0.01%	736
2026 Q1	$4.84K	Buy	323 +47	+17%	+$883	0.01%	551
2025 Q4	$7.08K	Sell	276 -118	-30%	-$3K	0.01%	505
2025 Q3	$10.7K	Hold	394	–	–	0.01%	447
2025 Q2	$11K	Buy	394 +3	+0.8%	+$75	0.01%	423
2025 Q1	$10.7K	Buy	+391	New	+$12.4K	0.01%	407
2024 Q4	–	Sell	-931	Closed	-$29.4K	–	721
2024 Q3	$29.4K	Sell	931 -125	-12%	-$3.96K	0.02%	334
2024 Q2	$33.2K	Buy	+1,056	New	+$33K	0.02%	352

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

Financial Network Wealth Advisors's NCNO Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its nCino (NCNO) stake by 69% in Q2 2026, selling an estimated $3.66K and leaving 100 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Financial Network Wealth Advisors first reported a position in NCNO in Q2 2024 and has held it in 8 quarters since. The position peaked at $33.2K in Q2 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Financial Network Wealth Advisors held 100 shares of nCino worth $1.64K as of Q2 2026.
Financial Network Wealth Advisors sold 223 nCino shares in Q2 2026, an estimated $3.66K.
nCino made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #736 holding.
Financial Network Wealth Advisors first reported a position in nCino in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's nCino position peaked at $33.2K in Q2 2024.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.