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Keating Financial Advisory Services’s nCino NCNO Stock Holding History

Keating Financial Advisory Services’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 		$2.42K Buy
148
+97
+190% +$1.59K ﹤0.01% 1874
2026
Q1 		$764 Buy
51
+50
+5,000% +$939 ﹤0.01% 2163
2025
Q4 		$26 Buy
+1
New +$25 ﹤0.01% 2189

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

Keating Financial Advisory Services's NCNO Position: Q2 2026 in Review

Keating Financial Advisory Services increased its nCino (NCNO) stake by 190% in Q2 2026, buying an estimated $1.59K and bringing the position to 148 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Keating Financial Advisory Services first reported a position in NCNO in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Keating Financial Advisory Services held 148 shares of nCino worth $2.42K as of Q2 2026.
  • Keating Financial Advisory Services bought 97 nCino shares in Q2 2026, an estimated $1.59K.
  • nCino made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1874 holding.
  • Keating Financial Advisory Services first reported a position in nCino in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.