Clifford Capital Partners’s NCR Atleos NATL Stock Holding History

Clifford Capital Partners’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	$9.89M	Sell	226,833 -394,701	-64%	-$16.3M	1.65%	32
2025 Q4	$23.7M	Sell	621,534 -6,520	-1%	-$245K	4.02%	5
2025 Q3	$24.7M	Sell	628,054 -108,385	-15%	-$3.77M	4.27%	3
2025 Q2	$21M	Buy	736,439 +21,766	+3%	+$587K	4.01%	5
2025 Q1	$18.9M	Buy	714,673 +120,361	+20%	+$3.58M	3.88%	5
2024 Q4	$20.2M	Sell	594,312 -33,722	-5%	-$1.02M	4.18%	1
2024 Q3	$17.9M	Sell	628,034 -134,846	-18%	-$3.92M	3.57%	9
2024 Q2	$20.6M	Buy	762,880 +5,811	+0.8%	+$142K	4.48%	1
2024 Q1	$15M	Buy	757,069 +157,619	+26%	+$3.37M	3.8%	6
2023 Q4	$14.6M	Buy	+599,450	New	+$13.7M	3.76%	7

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

Clifford Capital Partners's NATL Position: Q1 2026 in Review

Clifford Capital Partners reduced its NCR Atleos (NATL) stake by 64% in Q1 2026, selling an estimated $16.3M and leaving 226,833 shares worth $9.89M. The position accounts for 1.65% of the portfolio, ranked #32.

Clifford Capital Partners first reported a position in NATL in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.7M in Q3 2025. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

Clifford Capital Partners held 226,833 shares of NCR Atleos worth $9.89M as of Q1 2026.
Clifford Capital Partners sold 394,701 NCR Atleos shares in Q1 2026, an estimated $16.3M.
NCR Atleos made up 1.65% of Clifford Capital Partners's portfolio in Q1 2026, its #32 holding.
Clifford Capital Partners first reported a position in NCR Atleos in Q4 2023 and has held it in 10 quarters since.
Clifford Capital Partners's NCR Atleos position peaked at $24.7M in Q3 2025.
363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Clifford Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.