Private Trust Company’s nCino NCNO Stock Holding History

Private Trust Company’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	$3.94K	Hold	241	–	–	﹤0.01%	2353
2026 Q1	$3.61K	Buy	241 +66	+38%	+$1.24K	﹤0.01%	2272
2025 Q4	$4.49K	Sell	175 -184	-51%	-$4.67K	﹤0.01%	2190
2025 Q3	$9.73K	Hold	359	–	–	﹤0.01%	1915
2025 Q2	$10K	Buy	359 +164	+84%	+$4.1K	﹤0.01%	1818
2025 Q1	$5.36K	Hold	195	–	–	﹤0.01%	2004
2024 Q4	$6.55K	Buy	195 +31	+19%	+$1.15K	﹤0.01%	1889
2024 Q3	$5.18K	Buy	+164	New	+$5.19K	﹤0.01%	1940
2024 Q1	–	Sell	-93	Closed	-$3.13K	–	2320
2023 Q4	$3.13K	Sell	93 -27	-23%	-$803	﹤0.01%	2046
2023 Q3	$3.82K	Hold	120	–	–	﹤0.01%	1959
2023 Q2	$3.61K	Buy	+120	New	+$3.06K	﹤0.01%	1970

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

Private Trust Company's NCNO Position: Q2 2026 in Review

Private Trust Company held its nCino (NCNO) position steady in Q2 2026 at 241 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Private Trust Company first reported a position in NCNO in Q2 2023 and has held it in 11 quarters since. The position peaked at $10K in Q2 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Private Trust Company held 241 shares of nCino worth $3.94K as of Q2 2026.
Private Trust Company left its nCino share count unchanged in Q2 2026.
nCino made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2353 holding.
Private Trust Company first reported a position in nCino in Q2 2023 and has held it in 11 quarters since.
Private Trust Company's nCino position peaked at $10K in Q2 2025.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.