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Sound Income Strategies’s nCino NCNO Stock Holding History

Sound Income 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
2026
Q2 		– Sell
-12
Closed -$199 – 1698
2026
Q1 		$199 Hold
12
– – ﹤0.01% 2469
2025
Q4 		$291 Hold
12
– – ﹤0.01% 2422
2025
Q3 		$306 Buy
+12
New +$351 ﹤0.01% 1577

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sound Income Strategies's NCNO Position: Q2 2026 in Review

Sound Income Strategies sold out of nCino (NCNO) in Q2 2026, closing a stake of 12 shares — an estimated $199 sold.

Sound Income Strategies first reported a position in NCNO in Q3 2025 and held it in 3 quarters. The position peaked at $306 in Q3 2025. 133 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Sound Income Strategies reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 12 nCino shares in Q2 2026, an estimated $199.
  • Sound Income Strategies first reported a position in nCino in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's nCino position peaked at $306 in Q3 2025.
  • 133 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.