Charles Schwab
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Charles Schwab’s NCR Atleos NATL Stock Holding History

Charles Schwab’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 		$48.7M Sell
1,121,928
-112,169
-9% -$4.97M 0.01% 1267
2026
Q1 		$53.8M Sell
1,234,097
-164,650
-12% -$6.81M 0.01% 1105
2025
Q4 		$53.3M Buy
1,398,747
+157,429
+13% +$5.91M 0.01% 1115
2025
Q3 		$48.8M Buy
1,241,318
+158,590
+15% +$5.52M 0.01% 1183
2025
Q2 		$30.9M Buy
1,082,728
+223,520
+26% +$6.03M 0.01% 1419
2025
Q1 		$22.7M Buy
859,208
+201,266
+31% +$5.98M ﹤0.01% 1573
2024
Q4 		$22.3M Buy
657,942
+18,282
+3% +$554K ﹤0.01% 1639
2024
Q3 		$18.2M Buy
639,660
+39,020
+6% +$1.14M ﹤0.01% 1739
2024
Q2 		$16.2M Buy
600,640
+205,478
+52% +$5.01M ﹤0.01% 1795
2024
Q1 		$7.8M Sell
395,162
-93,854
-19% -$2.01M ﹤0.01% 2109
2023
Q4 		$11.9M Buy
+489,016
New +$11.2M ﹤0.01% 1892

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab's NATL Position: Q2 2026 in Review

Charles Schwab reduced its NCR Atleos (NATL) stake by 9.1% in Q2 2026, selling an estimated $4.97M and leaving 1,121,928 shares worth $48.7M. The position accounts for 0.01% of the portfolio, ranked #1267.

Charles Schwab first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.8M in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Charles Schwab held 1,121,928 shares of NCR Atleos worth $48.7M as of Q2 2026.
  • Charles Schwab sold 112,169 NCR Atleos shares in Q2 2026, an estimated $4.97M.
  • NCR Atleos made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1267 holding.
  • Charles Schwab first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • Charles Schwab's NCR Atleos position peaked at $53.8M in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.