Wolff Wiese Magana’s nCino NCNO Stock Holding History

Wolff Wiese Magana’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	$2.81K	Sell	172 -114	-40%	-$1.87K	﹤0.01%	760
2026 Q1	$4.29K	Hold	286	–	–	﹤0.01%	634
2025 Q4	$7.33K	Hold	286	–	–	﹤0.01%	502
2025 Q3	$7.75K	Hold	286	–	–	﹤0.01%	503
2025 Q2	$8K	Buy	286 +65	+29%	+$1.62K	0.01%	464
2025 Q1	$6.07K	Hold	221	–	–	﹤0.01%	506
2024 Q4	$7.42K	Hold	221	–	–	﹤0.01%	473
2024 Q3	$6.98K	Hold	221	–	–	﹤0.01%	511
2024 Q2	$6.95K	Buy	221 +32	+17%	+$1K	0.01%	373
2024 Q1	$7.07K	Hold	189	–	–	0.01%	340
2023 Q4	$6.36K	Hold	189	–	–	0.01%	347
2023 Q3	$6.01K	Hold	189	–	–	﹤0.01%	415
2023 Q2	$5.69K	Buy	+189	New	+$4.81K	﹤0.01%	427
2022 Q4	–	Sell	-820	Closed	-$28K	–	903
2022 Q3	$28K	Buy	820 +273	+50%	+$9.2K	0.02%	330
2022 Q2	$17K	Sell	547 -9	-2%	-$318	0.01%	434
2022 Q1	$23K	Hold	556	–	–	0.02%	398
2021 Q4	$31K	Sell	556 -104	-16%	-$6.75K	0.02%	350
2021 Q3	$47K	Hold	660	–	–	0.03%	285
2021 Q2	$39K	Sell	660 -13,174	-95%	-$830K	0.03%	314
2021 Q1	$923K	Buy	13,834 +2,958	+27%	+$211K	0.72%	43
2020 Q4	$787K	Buy	+10,876	New	+$841K	0.66%	44

Other funds holding NCNO

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return