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Wealth Enhancement Trust Services’s nCino NCNO Stock Holding History

Wealth Enhancement Trust 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 		$4.38K Buy
+268
New +$4.4K ﹤0.01% 862

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in nCino (NCNO) in Q2 2026: 268 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings.

200 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Wealth Enhancement Trust Services held 268 shares of nCino worth $4.38K as of Q2 2026.
  • nCino was a new Wealth Enhancement Trust Services position in Q2 2026.
  • nCino made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #862 holding.
  • 200 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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