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Beacon Investment Advisory Services’s NCR Atleos NATL Stock Holding History

Beacon Investment Advisory Services’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
Q3 		$1.99K Hold
44
– – ﹤0.01% 734
2026
Q2 		$1.91K Hold
44
– – ﹤0.01% 755
2026
Q1 		$1.92K Buy
+44
New +$1.82K ﹤0.01% 736

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VCM
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FFA
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CIA
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AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Beacon Investment Advisory Services's NATL Position: Q3 2026 in Review

Beacon Investment Advisory Services held its NCR Atleos (NATL) position steady in Q3 2026 at 44 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Beacon Investment Advisory Services first reported a position in NATL in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Beacon Investment Advisory Services held 44 shares of NCR Atleos worth $1.99K as of Q3 2026.
  • Beacon Investment Advisory Services left its NCR Atleos share count unchanged in Q3 2026.
  • NCR Atleos made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #734 holding.
  • Beacon Investment Advisory Services first reported a position in NCR Atleos in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.