Rothwell Investment Advisors, LLC’s NCR Atleos NATL Stock Holding History

Rothwell Investment Advisors, 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	$6.19K	Buy	+137	New	+$6.34K	﹤0.01%	869

Other funds holding NATL

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

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

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NATL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in NCR Atleos (NATL) in Q3 2026: 137 shares worth $6.19K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

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

Rothwell Investment Advisors, LLC held 137 shares of NCR Atleos worth $6.19K as of Q3 2026.
NCR Atleos was a new Rothwell Investment Advisors, LLC position in Q3 2026.
NCR Atleos made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #869 holding.
152 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.