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 Q2	$7.6K	Buy	+175	New	+$7.76K	﹤0.01%	930
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	–	1053
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cape Investment Advisory's NATL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in NCR Atleos (NATL) in Q2 2026: 175 shares worth $7.6K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NATL as recently as Q4 2025.

Cape Investment Advisory first reported a position in NATL in Q4 2023 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

Cape Investment Advisory held 175 shares of NCR Atleos worth $7.6K as of Q2 2026.
NCR Atleos was a new Cape Investment Advisory position in Q2 2026.
NCR Atleos made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #930 holding.
Cape Investment Advisory first reported a position in NCR Atleos in Q4 2023 and has held it in 9 quarters since.
361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.