CIA
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Cape Investment Advisory’s NCR Atleos NATL Stock Holding History

Cape Investment Advisory’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
-152
Closed -$5.79K – 833
2025
Q4 		$5.79K Buy
+152
New +$5.7K ﹤0.01% 872
2025
Q3 		– Sell
-152
Closed -$4.34K – 1054
2025
Q2 		$4.34K Hold
152
– – ﹤0.01% 794
2025
Q1 		$4.01K Hold
152
– – ﹤0.01% 803
2024
Q4 		$5.16K Hold
152
– – ﹤0.01% 733
2024
Q3 		$4.34K Hold
152
– – ﹤0.01% 737
2024
Q2 		$4.11K Hold
152
– – ﹤0.01% 701
2024
Q1 		$3K Hold
152
– – ﹤0.01% 725
2023
Q4 		$3.69K Buy
+152
New +$3.48K ﹤0.01% 828

Other funds holding NATL

BlackRock
BlackRock New York $5.7T 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
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return