Allworth Financial’s NCR Atleos NATL Stock Holding History

Allworth Financial’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 Q1	$28.4K	Buy	652 +57	+10%	+$2.36K	﹤0.01%	2747
2025 Q4	$22.7K	Sell	595 -5	-0.8%	-$188	﹤0.01%	2731
2025 Q3	$23.6K	Buy	600 +76	+15%	+$2.65K	﹤0.01%	2598
2025 Q2	$14.9K	Buy	524 +109	+26%	+$2.94K	﹤0.01%	2695
2025 Q1	$10.9K	Sell	415 -27	-6%	-$803	﹤0.01%	2392
2024 Q4	$14.7K	Sell	442 -19	-4%	-$576	﹤0.01%	2287
2024 Q3	$13.2K	Sell	461 -53	-10%	-$1.54K	﹤0.01%	2142
2024 Q2	$17.4K	Sell	514 -237	-32%	-$5.78K	﹤0.01%	1965
2024 Q1	$14.8K	Sell	751 -2	-0.3%	-$43	﹤0.01%	1932
2023 Q4	$18.3K	Buy	+753	New	+$17.2K	﹤0.01%	1702

Other funds holding NATL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return