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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
Q2 		$26.9K Sell
619
-33
-5% -$1.46K ﹤0.01% 2961
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Allworth Financial's NATL Position: Q2 2026 in Review

Allworth Financial reduced its NCR Atleos (NATL) stake by 5.1% in Q2 2026, selling an estimated $1.46K and leaving 619 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Allworth Financial first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.4K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Allworth Financial held 619 shares of NCR Atleos worth $26.9K as of Q2 2026.
  • Allworth Financial sold 33 NCR Atleos shares in Q2 2026, an estimated $1.46K.
  • NCR Atleos made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2961 holding.
  • Allworth Financial first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • Allworth Financial's NCR Atleos position peaked at $28.4K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.