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Precision Wealth Strategies’s nCino NCNO Stock Holding History

Precision Wealth Strategies’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
-17,478
Closed -$489K – 194
2025
Q2 		$489K Buy
17,478
+1,699
+11% +$42.4K 0.16% 112
2025
Q1 		$433K Buy
15,779
+1,501
+11% +$47.5K 0.33% 56
2024
Q4 		$479K Buy
14,278
+714
+5% +$26.6K 0.37% 54
2024
Q3 		$428K Buy
13,564
+589
+5% +$18.6K 0.4% 58
2024
Q2 		$408K Buy
12,975
+1,081
+9% +$33.8K 0.42% 47
2024
Q1 		$445K Buy
11,894
+809
+7% +$25.5K 0.42% 48
2023
Q4 		$373K Buy
11,085
+41
+0.4% +$1.22K 0.36% 51
2023
Q3 		$351K Buy
11,044
+1,503
+16% +$46.4K 0.38% 45
2023
Q2 		$287K Sell
9,541
-127
-1% -$3.23K 0.47% 47
2023
Q1 		$240K Buy
9,668
+1,310
+16% +$34.6K 0.38% 57
2022
Q4 		$221K Sell
8,358
-114
-1% -$3.21K 0.23% 89
2022
Q3 		$250K Buy
8,472
+699
+9% +$23.6K 0.22% 101
2022
Q2 		$239K Buy
7,773
+718
+10% +$25.4K 0.19% 118
2022
Q1 		$289K Buy
+7,055
New +$323K 0.17% 125
2021
Q4 		– Sell
-6,838
Closed -$486K – 133
2021
Q3 		$486K Buy
6,838
+1,514
+28% +$101K 0.38% 61
2021
Q2 		$319K Buy
5,324
+706
+15% +$44.5K 0.27% 73
2021
Q1 		$308K Buy
4,618
+1,291
+39% +$92.1K 0.3% 52
2020
Q4 		$241K Buy
+3,327
New +$257K 0.26% 47

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 $5.72T AUM 30.48% 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 $220M AUM 25.96% 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

Precision Wealth Strategies's NCNO Position: Q3 2025 in Review

Precision Wealth Strategies sold out of nCino (NCNO) in Q3 2025, closing a stake of 17,478 shares — an estimated $489K sold.

Precision Wealth Strategies first reported a position in NCNO in Q4 2020 and held it in 18 quarters. The position peaked at $489K in Q2 2025. 298 funds tracked by Wall St. Rank hold NCNO as of Q3 2025.

  • Precision Wealth Strategies reported no remaining nCino position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 17,478 nCino shares in Q3 2025, an estimated $489K.
  • Precision Wealth Strategies first reported a position in nCino in Q4 2020 and held it in 18 quarters.
  • Precision Wealth Strategies's nCino position peaked at $489K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held nCino as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.