CFFP
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Center for Financial Planning’s NCR Atleos NATL Stock Holding History

Center for Financial Planning’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
-44
Closed -$1.68K – 703
2025
Q4 		$1.68K Buy
+44
New +$1.65K ﹤0.01% 619

Other funds holding NATL

BlackRock
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
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

Center for Financial Planning's NATL Position: Q1 2026 in Review

Center for Financial Planning sold out of NCR Atleos (NATL) in Q1 2026, closing a stake of 44 shares — an estimated $1.68K sold.

Center for Financial Planning first reported a position in NATL in Q4 2025 and held it in 1 quarter. The position peaked at $1.68K in Q4 2025. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

  • Center for Financial Planning reported no remaining NCR Atleos position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 44 NCR Atleos shares in Q1 2026, an estimated $1.68K.
  • Center for Financial Planning first reported a position in NCR Atleos in Q4 2025 and held it in 1 quarter.
  • Center for Financial Planning's NCR Atleos position peaked at $1.68K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.