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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
Q2 		$3.89K Hold
238
– – ﹤0.01% 942
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Private Wealth Management Group's NCNO Position: Q2 2026 in Review

Private Wealth Management Group held its nCino (NCNO) position steady in Q2 2026 at 238 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Private Wealth Management Group first reported a position in NCNO in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.78K in Q1 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Private Wealth Management Group held 238 shares of nCino worth $3.89K as of Q2 2026.
  • Private Wealth Management Group left its nCino share count unchanged in Q2 2026.
  • nCino made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #942 holding.
  • Private Wealth Management Group first reported a position in nCino in Q4 2023 and has held it in 8 quarters since.
  • Private Wealth Management Group's nCino position peaked at $7.78K in Q1 2024.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.