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Johnson Financial Group Inc (Wisconsin)’s nCino NCNO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-1,871
Closed -$51.4K – 835
2025
Q1 		$51.4K Buy
1,871
+187
+11% +$5.92K ﹤0.01% 607
2024
Q4 		$57.3K Buy
+1,684
New +$62.7K ﹤0.01% 470
2024
Q1 		– Sell
-477
Closed -$16K – 919
2023
Q4 		$16K Buy
+477
New +$14.2K ﹤0.01% 590

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HCM
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WA
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s NCNO Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of nCino (NCNO) in Q2 2025, closing a stake of 1,871 shares — an estimated $51.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NCNO in Q4 2023 and held it in 3 quarters. The position peaked at $57.3K in Q4 2024. 276 funds tracked by Wall St. Rank hold NCNO as of Q2 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining nCino position as of Q2 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,871 nCino shares in Q2 2025, an estimated $51.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in nCino in Q4 2023 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s nCino position peaked at $57.3K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held nCino as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.