AssetMark Inc’s NCR Atleos NATL Stock Holding History

AssetMark Inc’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	$2.13K	Buy	49 +11	+29%	+$488	﹤0.01%	2947
2026 Q1	$1.66K	Buy	38 +13	+52%	+$537	﹤0.01%	2908
2025 Q4	$953	Buy	25 +5	+25%	+$188	﹤0.01%	2951
2025 Q3	$786	Hold	20	–	–	﹤0.01%	2841
2025 Q2	$571	Buy	20 +1	+5%	+$27	﹤0.01%	2719
2025 Q1	$501	Buy	19 +1	+6%	+$30	﹤0.01%	2417
2024 Q4	$611	Buy	18 +2	+13%	+$61	﹤0.01%	2338
2024 Q3	$456	Buy	+16	New	+$465	﹤0.01%	2096
2024 Q1	–	Sell	-373	Closed	-$9.06K	–	2054
2023 Q4	$9.06K	Buy	+373	New	+$8.54K	﹤0.01%	1394

Other funds holding NATL

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AssetMark Inc's NATL Position: Q2 2026 in Review

AssetMark Inc increased its NCR Atleos (NATL) stake by 29% in Q2 2026, buying an estimated $488 and bringing the position to 49 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

AssetMark Inc first reported a position in NATL in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.06K in Q4 2023. 119 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

AssetMark Inc held 49 shares of NCR Atleos worth $2.13K as of Q2 2026.
AssetMark Inc bought 11 NCR Atleos shares in Q2 2026, an estimated $488.
NCR Atleos made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2947 holding.
AssetMark Inc first reported a position in NCR Atleos in Q4 2023 and has held it in 9 quarters since.
AssetMark Inc's NCR Atleos position peaked at $9.06K in Q4 2023.
119 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.