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
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 $5.7T 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