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Mechanics Bank - Trust Department’s nCino NCNO Stock Holding History

Mechanics Bank - Trust Department’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
Q3 		– Sell
-7,291
Closed -$204K – 210
2025
Q2 		$204K Buy
+7,291
New +$182K 0.03% 210
2025
Q1 		– Sell
-5,999
Closed -$201K – 225
2024
Q4 		$201K Buy
+5,999
New +$223K 0.03% 217

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mechanics Bank - Trust Department's NCNO Position: Q3 2025 in Review

Mechanics Bank - Trust Department sold out of nCino (NCNO) in Q3 2025, closing a stake of 7,291 shares — an estimated $204K sold.

Mechanics Bank - Trust Department first reported a position in NCNO in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q2 2025. 298 funds tracked by Wall St. Rank hold NCNO as of Q3 2025.

  • Mechanics Bank - Trust Department reported no remaining nCino position as of Q3 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 7,291 nCino shares in Q3 2025, an estimated $204K.
  • Mechanics Bank - Trust Department first reported a position in nCino in Q4 2024 and held it in 2 quarters.
  • Mechanics Bank - Trust Department's nCino position peaked at $204K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held nCino as of Q3 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q3 2025, filed 22 Oct 2025.