Raymond James Financial
NCNO icon

Raymond James Financial’s nCino NCNO Stock Holding History

Raymond James Financial’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 		$13.9M Buy
848,813
+48,508
+6% +$796K ﹤0.01% 1861
2026
Q1 		$12M Buy
800,305
+167,534
+26% +$3.15M ﹤0.01% 1865
2025
Q4 		$16.2M Buy
632,771
+412,547
+187% +$10.5M 0.01% 1588
2025
Q3 		$5.97M Sell
220,224
-85,524
-28% -$2.5M ﹤0.01% 2344
2025
Q2 		$8.55M Sell
305,748
-640,743
-68% -$16M ﹤0.01% 1990
2025
Q1 		$26M Sell
946,491
-224,850
-19% -$7.11M 0.01% 1114
2024
Q4 		$39.3M Buy
+1,171,341
New +$43.6M 0.01% 868

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

Raymond James Financial's NCNO Position: Q2 2026 in Review

Raymond James Financial increased its nCino (NCNO) stake by 6.1% in Q2 2026, buying an estimated $796K and bringing the position to 848,813 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Raymond James Financial first reported a position in NCNO in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.3M in Q4 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Raymond James Financial held 848,813 shares of nCino worth $13.9M as of Q2 2026.
  • Raymond James Financial bought 48,508 nCino shares in Q2 2026, an estimated $796K.
  • nCino made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1861 holding.
  • Raymond James Financial first reported a position in nCino in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's nCino position peaked at $39.3M in Q4 2024.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.