Trust Company of the South’s nCino NCNO Stock Holding History

Trust Company of the South’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	$1.27M	Hold	77,722	–	–	0.18%	51
2026 Q1	$1.16M	Hold	77,722	–	–	0.19%	50
2025 Q4	$1.99M	Sell	77,722 -54,000	-41%	-$1.37M	0.32%	33
2025 Q3	$3.57M	Hold	131,722	–	–	0.59%	22
2025 Q2	$3.68M	Hold	131,722	–	–	0.65%	22
2025 Q1	$3.62M	Hold	131,722	–	–	0.76%	22
2024 Q4	$4.42M	Hold	131,722	–	–	0.9%	20
2024 Q3	$4.16M	Hold	131,722	–	–	0.88%	17
2024 Q2	$4.14M	Hold	131,722	–	–	0.98%	16
2024 Q1	$4.92M	Hold	131,722	–	–	1.14%	15
2023 Q4	$4.43M	Buy	+131,722	New	+$3.92M	1.17%	15

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Trust Company of the South's NCNO Position: Q2 2026 in Review

Trust Company of the South held its nCino (NCNO) position steady in Q2 2026 at 77,722 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #51.

Trust Company of the South first reported a position in NCNO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.92M in Q1 2024. 169 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Trust Company of the South held 77,722 shares of nCino worth $1.27M as of Q2 2026.
Trust Company of the South left its nCino share count unchanged in Q2 2026.
nCino made up 0.18% of Trust Company of the South's portfolio in Q2 2026, its #51 holding.
Trust Company of the South first reported a position in nCino in Q4 2023 and has held it in 11 quarters since.
Trust Company of the South's nCino position peaked at $4.92M in Q1 2024.
169 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.