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 Q3	$7.91K	Hold	175	–	–	﹤0.01%	923
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's NATL Position: Q3 2026 in Review

Cape Investment Advisory held its NCR Atleos (NATL) position steady in Q3 2026 at 175 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Cape Investment Advisory first reported a position in NATL in Q4 2023 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

Cape Investment Advisory held 175 shares of NCR Atleos worth $7.91K as of Q3 2026.
Cape Investment Advisory left its NCR Atleos share count unchanged in Q3 2026.
NCR Atleos made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #923 holding.
Cape Investment Advisory first reported a position in NCR Atleos in Q4 2023 and has held it in 10 quarters since.
19 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

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