JWA
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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

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

JFS Wealth Advisors's NCNO Position: Q2 2026 in Review

JFS Wealth Advisors held its nCino (NCNO) position steady in Q2 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

JFS Wealth Advisors first reported a position in NCNO in Q3 2021 and has held it in 13 quarters since. The position peaked at $4K in Q3 2021. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • JFS Wealth Advisors held 1 share of nCino worth $17 as of Q2 2026.
  • JFS Wealth Advisors left its nCino share count unchanged in Q2 2026.
  • nCino made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2242 holding.
  • JFS Wealth Advisors first reported a position in nCino in Q3 2021 and has held it in 13 quarters since.
  • JFS Wealth Advisors's nCino position peaked at $4K in Q3 2021.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.