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Twin Peaks Wealth Advisors’s nCino NCNO Stock Holding History

Twin Peaks Wealth Advisors’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
-2
Closed -$30 – 1479
2026
Q1 		$30 Buy
+2
New +$38 ﹤0.01% 2330
2025
Q3 		– Sell
-2
Closed -$53 – 1405
2025
Q2 		$53 Buy
+2
New +$50 ﹤0.01% 2187

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

Twin Peaks Wealth Advisors's NCNO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of nCino (NCNO) in Q2 2026, closing a stake of 2 shares — an estimated $30 sold.

Twin Peaks Wealth Advisors first reported a position in NCNO in Q2 2025 and held it in 2 quarters. The position peaked at $53 in Q2 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 nCino shares in Q2 2026, an estimated $30.
  • Twin Peaks Wealth Advisors first reported a position in nCino in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's nCino position peaked at $53 in Q2 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.