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Larson Financial Group’s nCino NCNO Stock Holding History

Larson Financial Group’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 		$30.6K Buy
+1,872
New +$30.7K ﹤0.01% 1764
2026
Q1 		– Sell
-11
Closed -$282 – 3741
2025
Q4 		$282 Buy
+11
New +$279 ﹤0.01% 3226
2025
Q2 		– Sell
-63
Closed -$1.73K – 3430
2025
Q1 		$1.73K Buy
63
+48
+320% +$1.52K ﹤0.01% 2212
2024
Q4 		$504 Buy
15
+13
+650% +$484 ﹤0.01% 2194
2024
Q3 		$63 Buy
+2
New +$63 ﹤0.01% 2615

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

Larson Financial Group's NCNO Position: Q2 2026 in Review

Larson Financial Group opened a new position in nCino (NCNO) in Q2 2026: 1,872 shares worth $30.6K. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in NCNO as recently as Q4 2025.

Larson Financial Group first reported a position in NCNO in Q3 2024 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Larson Financial Group held 1,872 shares of nCino worth $30.6K as of Q2 2026.
  • nCino was a new Larson Financial Group position in Q2 2026.
  • nCino made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1764 holding.
  • Larson Financial Group first reported a position in nCino in Q3 2024 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.