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Atria Investments’s NCR Atleos NATL Stock Holding History

Atria Investments’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 		– Sell
-12,765
Closed -$486K – 2121
2025
Q4 		$486K Sell
12,765
-1,254
-9% -$47K 0.01% 1471
2025
Q3 		$551K Buy
14,019
+177
+1% +$6.16K 0.01% 1364
2025
Q2 		$395K Buy
13,842
+5,566
+67% +$150K ﹤0.01% 1551
2025
Q1 		$218K Buy
+8,276
New +$246K ﹤0.01% 1784

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Investments's NATL Position: Q1 2026 in Review

Atria Investments sold out of NCR Atleos (NATL) in Q1 2026, closing a stake of 12,765 shares — an estimated $486K sold.

Atria Investments first reported a position in NATL in Q1 2025 and held it in 4 quarters. The position peaked at $551K in Q3 2025. 364 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

  • Atria Investments reported no remaining NCR Atleos position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 12,765 NCR Atleos shares in Q1 2026, an estimated $486K.
  • Atria Investments first reported a position in NCR Atleos in Q1 2025 and held it in 4 quarters.
  • Atria Investments's NCR Atleos position peaked at $551K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.