JWA
NCNO icon

JFS Wealth Advisors’s nCino NCNO Stock Holding History

JFS 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 		$17 Hold
1
– – ﹤0.01% 2242
2026
Q1 		$15 Sell
1
-27
-96% -$507 ﹤0.01% 1877
2025
Q4 		$718 Buy
28
+7
+33% +$178 ﹤0.01% 1755
2025
Q3 		$570 Buy
21
+4
+24% +$117 ﹤0.01% 1741
2025
Q2 		$476 Sell
17
-9
-35% -$225 ﹤0.01% 1705
2025
Q1 		$715 Buy
26
+19
+271% +$601 ﹤0.01% 1715
2024
Q4 		$236 Buy
7
+1
+17% +$37 ﹤0.01% 1839
2024
Q3 		$190 Hold
6
– – ﹤0.01% 1871
2024
Q2 		$189 Sell
6
-10
-63% -$313 ﹤0.01% 1896
2024
Q1 		$599 Hold
16
– – ﹤0.01% 1754
2023
Q4 		$539 Buy
16
+2
+14% +$60 ﹤0.01% 1790
2023
Q3 		$446 Buy
+14
New +$432 ﹤0.01% 1765
2021
Q4 		– Sell
-60
Closed -$4K – 1824
2021
Q3 		$4K Buy
+60
New +$4K ﹤0.01% 736

Other funds holding NCNO

TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return