Caption Management’s NCR Atleos NATL Stock Holding History

Caption Management’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	$2.65M	Buy	+60,900	New	+$2.52M	0.02%	743

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

Caption Management's NATL Position: Q3 2025 in Review

Caption Management sold out of NCR Atleos (NATL) in Q3 2025, closing a stake of 25,000 shares — an estimated $713K sold.

Caption Management first reported a position in NATL in Q4 2023 and held it in 2 quarters. The position peaked at $713K in Q2 2025. 309 funds tracked by Wall St. Rank hold NATL as of Q3 2025.

Caption Management reported no remaining NCR Atleos position as of Q3 2025 after selling out during the quarter.
Caption Management sold 25,000 NCR Atleos shares in Q3 2025, an estimated $713K.
Caption Management first reported a position in NCR Atleos in Q4 2023 and held it in 2 quarters.
Caption Management's NCR Atleos position peaked at $713K in Q2 2025.
309 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.