PWMG
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Private Wealth Management Group’s nCino NCNO Stock Holding History

Private Wealth Management 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
Q1 		$3.57K Buy
+238
New +$4.47K ﹤0.01% 889
2025
Q2 		– Sell
-110
Closed -$3.02K – 1562
2025
Q1 		$3.02K Sell
110
-37
-25% -$1.17K ﹤0.01% 917
2024
Q4 		$4.94K Hold
147
– – ﹤0.01% 744
2024
Q3 		$4.64K Hold
147
– – ﹤0.01% 763
2024
Q2 		$4.62K Sell
147
-61
-29% -$1.91K ﹤0.01% 733
2024
Q1 		$7.78K Hold
208
– – ﹤0.01% 482
2023
Q4 		$7K Buy
+208
New +$6.19K ﹤0.01% 504

Other funds holding NCNO

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return