PWG
NCNO icon

Portside Wealth Group’s nCino NCNO Stock Holding History

Portside Wealth 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 		– Sell
-12,992
Closed -$195K – 540
2026
Q1 		$195K Sell
12,992
-7,399
-36% -$139K 0.03% 452
2025
Q4 		$523K Sell
20,391
-12,316
-38% -$313K 0.07% 250
2025
Q3 		$887K Sell
32,707
-11,895
-27% -$348K 0.12% 176
2025
Q2 		$1.25M Buy
44,602
+7,981
+22% +$199K 0.18% 120
2025
Q1 		$1.01M Sell
36,621
-1,254
-3% -$39.7K 0.16% 139
2024
Q4 		$1.27M Sell
37,875
-1,636
-4% -$60.9K 0.21% 106
2024
Q3 		$1.25M Sell
39,511
-275
-0.7% -$8.71K 0.21% 105
2024
Q2 		$1.25M Buy
39,786
+7,536
+23% +$236K 0.24% 102
2024
Q1 		$1.21M Buy
32,250
+1,760
+6% +$55.4K 0.22% 109
2023
Q4 		$1.03M Buy
30,490
+1,926
+7% +$57.3K 0.19% 122
2023
Q3 		$910K Sell
28,564
-2
-0% -$62 0.17% 126
2023
Q2 		$860K Buy
+28,566
New +$727K 0.16% 140

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Portside Wealth Group's NCNO Position: Q2 2026 in Review

Portside Wealth Group sold out of nCino (NCNO) in Q2 2026, closing a stake of 12,992 shares — an estimated $195K sold.

Portside Wealth Group first reported a position in NCNO in Q2 2023 and held it in 12 quarters. The position peaked at $1.27M in Q4 2024. 24 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Portside Wealth Group reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 12,992 nCino shares in Q2 2026, an estimated $195K.
  • Portside Wealth Group first reported a position in nCino in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's nCino position peaked at $1.27M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.