CoreCap Advisors’s NCR Atleos NATL Stock Holding History

CoreCap Advisors’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	$1.39K	Hold	32	–	–	﹤0.01%	2627
2026 Q1	$1.4K	Hold	32	–	–	﹤0.01%	2476
2025 Q4	$1.22K	Buy	32 +26	+433%	+$975	﹤0.01%	2565
2025 Q3	$236	Hold	6	–	–	﹤0.01%	2656
2025 Q2	$171	Sell	6 -310	-98%	-$8.36K	﹤0.01%	2639
2025 Q1	$8.34K	Hold	316	–	–	﹤0.01%	1901
2024 Q4	$10.7K	Hold	316	–	–	﹤0.01%	1748
2024 Q3	$9.02K	Sell	316 -26	-8%	-$756	﹤0.01%	1821
2024 Q2	$9.24K	Hold	342	–	–	﹤0.01%	1072
2024 Q1	$6.75K	Buy	+342	New	+$7.32K	﹤0.01%	1846

Other funds holding NATL

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Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return