MFG
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Merit Financial Group’s nCino NCNO Stock Holding History

Merit 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 		$403K Buy
+24,629
New +$404K ﹤0.01% 1624

Other funds holding NCNO

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

Merit Financial Group opened a new position in nCino (NCNO) in Q2 2026: 24,629 shares worth $403K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings.

24 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Merit Financial Group held 24,629 shares of nCino worth $403K as of Q2 2026.
  • nCino was a new Merit Financial Group position in Q2 2026.
  • nCino made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1624 holding.
  • 24 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.