Physician Wealth Advisors’s nCino NCNO Stock Holding History

Physician Wealth Advisors’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	$1.05K	Sell	64 -38	-37%	-$624	﹤0.01%	1819
2026 Q1	$1.53K	Buy	102 +59	+137%	+$1.11K	﹤0.01%	1468
2025 Q4	$1.1K	Hold	43	–	–	﹤0.01%	1558
2025 Q3	$1.17K	Hold	43	–	–	﹤0.01%	1486
2025 Q2	$1.2K	Buy	+43	New	+$1.07K	﹤0.01%	1272

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

Physician Wealth Advisors's NCNO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its nCino (NCNO) stake by 37% in Q2 2026, selling an estimated $624 and leaving 64 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Physician Wealth Advisors first reported a position in NCNO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53K in Q1 2026. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Physician Wealth Advisors held 64 shares of nCino worth $1.05K as of Q2 2026.
Physician Wealth Advisors sold 38 nCino shares in Q2 2026, an estimated $624.
nCino made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1819 holding.
Physician Wealth Advisors first reported a position in nCino in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's nCino position peaked at $1.53K in Q1 2026.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.