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TD Private Client Wealth’s nCino NCNO Stock Holding History

TD Private Client Wealth’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
2025
Q2 		– Sell
-38
Closed -$1.04K – 1478
2025
Q1 		$1.04K Buy
+38
New +$1.2K ﹤0.01% 1289
2022
Q2 		– Sell
-13
Closed -$533 – 1266
2022
Q1 		$533 Buy
+13
New +$595 ﹤0.01% 1237

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

TD Private Client Wealth's NCNO Position: Q2 2025 in Review

TD Private Client Wealth sold out of nCino (NCNO) in Q2 2025, closing a stake of 38 shares — an estimated $1.04K sold.

TD Private Client Wealth first reported a position in NCNO in Q1 2022 and held it in 2 quarters. The position peaked at $1.04K in Q1 2025. 276 funds tracked by Wall St. Rank hold NCNO as of Q2 2025.

  • TD Private Client Wealth reported no remaining nCino position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 38 nCino shares in Q2 2025, an estimated $1.04K.
  • TD Private Client Wealth first reported a position in nCino in Q1 2022 and held it in 2 quarters.
  • TD Private Client Wealth's nCino position peaked at $1.04K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held nCino as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.