Wealth Enhancement Advisory Services’s nCino NCNO Stock Holding History

Wealth Enhancement Advisory Services’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	$1.8M	Buy	125,108 +93,613	+297%	+$1.54M	﹤0.01%	1650
2026 Q1	$539K	Buy	31,495 +22,481	+249%	+$422K	﹤0.01%	2258
2025 Q4	$221K	Buy	+9,014	New	+$229K	﹤0.01%	3190
2025 Q3	–	Sell	-7,097	Closed	-$204K	–	3659
2025 Q2	$204K	Buy	+7,097	New	+$177K	﹤0.01%	2983
2025 Q1	–	Sell	-6,768	Closed	-$227K	–	3093
2024 Q4	$227K	Buy	+6,768	New	+$252K	﹤0.01%	2606

Other funds holding NCNO

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

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services's NCNO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its nCino (NCNO) stake by 297% in Q2 2026, buying an estimated $1.54M and bringing the position to 125,108 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Wealth Enhancement Advisory Services first reported a position in NCNO in Q4 2024 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Wealth Enhancement Advisory Services held 125,108 shares of nCino worth $1.8M as of Q2 2026.
Wealth Enhancement Advisory Services bought 93,613 nCino shares in Q2 2026, an estimated $1.54M.
nCino made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1650 holding.
Wealth Enhancement Advisory Services first reported a position in nCino in Q4 2024 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.