Bank of Montreal’s NCR Atleos NATL Stock Holding History

Bank of Montreal’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	$373K	Sell	8,560 -203	-2%	-$8.39K	﹤0.01%	2535
2025 Q4	$334K	Buy	8,763 +640	+8%	+$24K	﹤0.01%	2523
2025 Q3	$319K	Sell	8,123 -6,610	-45%	-$230K	﹤0.01%	2496
2025 Q2	$420K	Sell	14,733 -21	-0.1%	-$566	﹤0.01%	2378
2025 Q1	$389K	Buy	14,754 +2,686	+22%	+$79.9K	﹤0.01%	2350
2024 Q4	$409K	Buy	12,068 +1,081	+10%	+$32.8K	﹤0.01%	2359
2024 Q3	$316K	Buy	10,987 +579	+6%	+$16.8K	﹤0.01%	2740
2024 Q2	$295K	Buy	+10,408	New	+$254K	﹤0.01%	2748
2024 Q1	–	Sell	-9,806	Closed	-$240K	–	4185
2023 Q4	$240K	Buy	+9,806	New	+$224K	﹤0.01%	3009

Other funds holding NATL

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

ECM

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

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

FSC

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

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

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

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

Bank of Montreal's NATL Position: Q1 2026 in Review

Bank of Montreal reduced its NCR Atleos (NATL) stake by 2.3% in Q1 2026, selling an estimated $8.39K and leaving 8,560 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Bank of Montreal first reported a position in NATL in Q4 2023 and has held it in 9 quarters since. The position peaked at $420K in Q2 2025. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

Bank of Montreal held 8,560 shares of NCR Atleos worth $373K as of Q1 2026.
Bank of Montreal sold 203 NCR Atleos shares in Q1 2026, an estimated $8.39K.
NCR Atleos made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2535 holding.
Bank of Montreal first reported a position in NCR Atleos in Q4 2023 and has held it in 9 quarters since.
Bank of Montreal's NCR Atleos position peaked at $420K in Q2 2025.
363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.