VAS
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Vestmark Advisory Solutions’s nCino NCNO Stock Holding History

Vestmark Advisory Solutions’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
Q1 		– Sell
-11,713
Closed -$300K – 1388
2025
Q4 		$300K Sell
11,713
-4,267
-27% -$108K ﹤0.01% 1106
2025
Q3 		$433K Buy
15,980
+872
+6% +$25.5K 0.01% 725
2025
Q2 		$423K Buy
+15,108
New +$377K 0.01% 649
2023
Q3 		– Sell
-12,670
Closed -$382K – 723
2023
Q2 		$382K Sell
12,670
-140
-1% -$3.56K 0.01% 650
2023
Q1 		$317K Buy
12,810
+5,134
+67% +$135K 0.01% 687
2022
Q4 		$203K Buy
7,676
+1,048
+16% +$29.5K 0.01% 799
2022
Q3 		$226K Buy
+6,628
New +$223K 0.01% 748
2021
Q4 		– Sell
-3,144
Closed -$223K – 863
2021
Q3 		$223K Sell
3,144
-308
-9% -$20.5K 0.02% 759
2021
Q2 		$207K Buy
3,452
+7
+0.2% +$441 0.01% 744
2021
Q1 		$230K Sell
3,445
-122
-3% -$8.71K 0.02% 670
2020
Q4 		$258K Buy
+3,567
New +$276K 0.03% 515

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VCM
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HRCM
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LPP
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SCM
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