Superior Planning, LLC’s NCR Atleos NATL Stock Holding History

Superior Planning, LLC’s Portfolio NATL Stock Details NATL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.93K	Buy	+87	New	+$4.02K	﹤0.01%	1302

Other funds holding NATL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's NATL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NCR Atleos (NATL) in Q3 2026: 87 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings.

234 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

Superior Planning, LLC held 87 shares of NCR Atleos worth $3.93K as of Q3 2026.
NCR Atleos was a new Superior Planning, LLC position in Q3 2026.
NCR Atleos made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1302 holding.
234 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.