CAPTRUST Financial Advisors’s NCR Atleos NATL Stock Holding History

CAPTRUST Financial Advisors’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	$390K	Buy	+8,624	New	+$399K	﹤0.01%	2433

Other funds holding NATL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CAPTRUST Financial Advisors's NATL Position: Q3 2026 in Review

CAPTRUST Financial Advisors opened a new position in NCR Atleos (NATL) in Q3 2026: 8,624 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #2433 among its holdings.

234 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

CAPTRUST Financial Advisors held 8,624 shares of NCR Atleos worth $390K as of Q3 2026.
NCR Atleos was a new CAPTRUST Financial Advisors position in Q3 2026.
NCR Atleos made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2433 holding.
234 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.