Wealth Preservation Advisors’s nCino NCNO Stock Holding History

Wealth Preservation 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	-151	Closed	-$2.26K	–	628
2026 Q1	$2.26K	Buy	+151	New	+$2.84K	﹤0.01%	581

Other funds holding NCNO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealth Preservation Advisors's NCNO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of nCino (NCNO) in Q2 2026, closing a stake of 151 shares — an estimated $2.26K sold.

Wealth Preservation Advisors first reported a position in NCNO in Q1 2026 and held it in 1 quarter. The position peaked at $2.26K in Q1 2026. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Wealth Preservation Advisors reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 151 nCino shares in Q2 2026, an estimated $2.26K.
Wealth Preservation Advisors first reported a position in nCino in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's nCino position peaked at $2.26K in Q1 2026.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.