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Institute for Wealth Management’s nCino NCNO Stock Holding History

Institute for 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
2025
Q3 		– Sell
-9,604
Closed -$269K – 591
2025
Q2 		$269K Hold
9,604
– – 0.03% 461
2025
Q1 		$264K Hold
9,604
– – 0.03% 444
2024
Q4 		$323K Hold
9,604
– – 0.04% 384
2024
Q3 		$303K Buy
+9,604
New +$304K 0.04% 412

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's NCNO Position: Q3 2025 in Review

Institute for Wealth Management sold out of nCino (NCNO) in Q3 2025, closing a stake of 9,604 shares — an estimated $269K sold.

Institute for Wealth Management first reported a position in NCNO in Q3 2024 and held it in 4 quarters. The position peaked at $323K in Q4 2024. 298 funds tracked by Wall St. Rank hold NCNO as of Q3 2025.

  • Institute for Wealth Management reported no remaining nCino position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 9,604 nCino shares in Q3 2025, an estimated $269K.
  • Institute for Wealth Management first reported a position in nCino in Q3 2024 and held it in 4 quarters.
  • Institute for Wealth Management's nCino position peaked at $323K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held nCino as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.