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True Wealth Design’s nCino NCNO Stock Holding History

True Wealth Design’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 		$29.8K Buy
1,821
+1,390
+323% +$22.8K 0.01% 678
2026
Q1 		$6.46K Buy
+431
New +$8.1K ﹤0.01% 1116
2025
Q4 		– Sell
-1
Closed -$28 – 2735
2025
Q3 		$28 Hold
1
– – ﹤0.01% 2639
2025
Q2 		$28 Buy
+1
New +$25 ﹤0.01% 2477

Other funds holding NCNO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

True Wealth Design's NCNO Position: Q2 2026 in Review

True Wealth Design increased its nCino (NCNO) stake by 323% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,821 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #678.

True Wealth Design first reported a position in NCNO in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • True Wealth Design held 1,821 shares of nCino worth $29.8K as of Q2 2026.
  • True Wealth Design bought 1,390 nCino shares in Q2 2026, an estimated $22.8K.
  • nCino made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #678 holding.
  • True Wealth Design first reported a position in nCino in Q2 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.