Whittier Trust’s nCino NCNO Stock Holding History

Whittier Trust’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	-212	Closed	-$3.68K	–	1392
2026 Q1	$3.68K	Buy	+212	New	+$3.98K	﹤0.01%	1238
2024 Q2	–	Sell	-578	Closed	-$21.6K	–	1565
2024 Q1	$21.6K	Buy	+578	New	+$18.2K	﹤0.01%	1108

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

Whittier Trust's NCNO Position: Q2 2026 in Review

Whittier Trust sold out of nCino (NCNO) in Q2 2026, closing a stake of 212 shares — an estimated $3.68K sold.

Whittier Trust first reported a position in NCNO in Q1 2024 and held it in 2 quarters. The position peaked at $21.6K in Q1 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Whittier Trust reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
Whittier Trust sold 212 nCino shares in Q2 2026, an estimated $3.68K.
Whittier Trust first reported a position in nCino in Q1 2024 and held it in 2 quarters.
Whittier Trust's nCino position peaked at $21.6K in Q1 2024.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.