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Summit Securities Group’s nCino NCNO Stock Holding History

Summit Securities 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
2023
Q3 		– Sell
-2,300
Closed -$69K – 874
2023
Q2 		$69K Sell
2,300
-25,700
-92% -$654K 0.01% 341
2023
Q1 		$694K Hold
28,000
– – 0.06% 115
2022
Q4 		$740K Buy
+28,000
New +$788K 0.03% 188

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

Summit Securities Group's NCNO Position: Q2 2026 in Review

Summit Securities Group opened a new position in nCino (NCNO) in Q2 2026: 361 shares worth $5.9K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in NCNO as recently as Q1 2025.

Summit Securities Group first reported a position in NCNO in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.2K in Q4 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Summit Securities Group held 361 shares of nCino worth $5.9K as of Q2 2026.
  • nCino was a new Summit Securities Group position in Q2 2026.
  • nCino made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #944 holding.
  • Summit Securities Group first reported a position in nCino in Q4 2024 and has held it in 3 quarters since.
  • Summit Securities Group's nCino position peaked at $11.2K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.