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Ncino shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Ncino (NCNO) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Ncino

Tip: Access up to 7 years of quarterly data

All positions including Ncino held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ncino by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 125k 14.41
2025-12-31 $221k 9.0k 24.57
2025-06-30 $204k 7.1k 28.70
2024-12-31 $227k 6.8k 33.58

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Ncino

BlackRock
Vanguard Portfolio Management
Rima Management
AQR Capital Management
Bank of America Corporation
Luke P. La Valle, Jr.
HMI Capital
Vanguard Capital Management
ClearBridge Advisors
Lead Edge Capital Management
Long Path Partners
Wellington Management Company
Geode Capital Management
Dimensional Fund Advisors
Kayne Anderson Rudnick Investment Management

View all funds holding Ncino