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Integrated Wealth Concepts’s nCino NCNO Stock Holding History

Integrated Wealth Concepts’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 		$344K Buy
+21,042
New +$345K ﹤0.01% 1992

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

Integrated Wealth Concepts's NCNO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in nCino (NCNO) in Q2 2026: 21,042 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #1992 among its holdings.

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

  • Integrated Wealth Concepts held 21,042 shares of nCino worth $344K as of Q2 2026.
  • nCino was a new Integrated Wealth Concepts position in Q2 2026.
  • nCino made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1992 holding.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.