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Congress Wealth Management’s NCR Atleos NATL Stock Holding History

Congress Wealth Management’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
2025
Q2 		$262K Buy
+9,187
New +$248K ﹤0.01% 1099
2025
Q1 		– Sell
-6,262
Closed -$212K – 1102
2024
Q4 		$212K Sell
6,262
-3,650
-37% -$111K ﹤0.01% 847
2024
Q3 		$283K Hold
9,912
– – ﹤0.01% 745
2024
Q2 		$268K Buy
+9,912
New +$242K ﹤0.01% 639

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Congress Wealth Management's NATL Position: Q2 2025 in Review

Congress Wealth Management opened a new position in NCR Atleos (NATL) in Q2 2025: 9,187 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in NATL as recently as Q4 2024.

Congress Wealth Management first reported a position in NATL in Q2 2024 and has held it in 4 quarters since. The position peaked at $283K in Q3 2024. 286 funds tracked by Wall St. Rank hold NATL as of Q2 2025.

  • Congress Wealth Management held 9,187 shares of NCR Atleos worth $262K as of Q2 2025.
  • NCR Atleos was a new Congress Wealth Management position in Q2 2025.
  • NCR Atleos made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1099 holding.
  • Congress Wealth Management first reported a position in NCR Atleos in Q2 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's NCR Atleos position peaked at $283K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.