HWM
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HB Wealth Management’s nCino NCNO Stock Holding History

HB 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 		$287K Buy
+17,570
New +$288K ﹤0.01% 1398

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

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

HB Wealth Management opened a new position in nCino (NCNO) in Q2 2026: 17,570 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1398 among its holdings.

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

  • HB Wealth Management held 17,570 shares of nCino worth $287K as of Q2 2026.
  • nCino was a new HB Wealth Management position in Q2 2026.
  • nCino made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1398 holding.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.