Parkside Financial Bank & Trust’s nCino NCNO Stock Holding History

Parkside Financial Bank & Trust’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	$5.92K	Buy	362 +28	+8%	+$460	﹤0.01%	1843
2026 Q1	$5K	Hold	334	–	–	﹤0.01%	1821
2025 Q4	$8.56K	Buy	334 +86	+35%	+$2.18K	﹤0.01%	1633
2025 Q3	$6.72K	Buy	248 +73	+42%	+$2.13K	﹤0.01%	1650
2025 Q2	$4.89K	Buy	+175	New	+$4.37K	﹤0.01%	1709
2023 Q1	–	Sell	-34	Closed	-$899	–	2069
2022 Q4	$899	Sell	34 -16	-32%	-$450	﹤0.01%	1857
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	1560
2022 Q2	$2K	Buy	+50	New	+$1.76K	﹤0.01%	1596

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Parkside Financial Bank & Trust's NCNO Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its nCino (NCNO) stake by 8.4% in Q2 2026, buying an estimated $460 and bringing the position to 362 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Parkside Financial Bank & Trust first reported a position in NCNO in Q2 2022 and has held it in 8 quarters since. The position peaked at $8.56K in Q4 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Parkside Financial Bank & Trust held 362 shares of nCino worth $5.92K as of Q2 2026.
Parkside Financial Bank & Trust bought 28 nCino shares in Q2 2026, an estimated $460.
nCino made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1843 holding.
Parkside Financial Bank & Trust first reported a position in nCino in Q2 2022 and has held it in 8 quarters since.
Parkside Financial Bank & Trust's nCino position peaked at $8.56K in Q4 2025.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.