Estate Planners Group’s NCR Atleos NATL Stock Holding History

Estate Planners Group’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	–	Sell	-61	Closed	-$2.33K	–	296
2025 Q4	$2.33K	Buy	+61	New	+$2.29K	﹤0.01%	398

Other funds holding NATL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Estate Planners Group's NATL Position: Q1 2026 in Review

Estate Planners Group sold out of NCR Atleos (NATL) in Q1 2026, closing a stake of 61 shares — an estimated $2.33K sold.

Estate Planners Group first reported a position in NATL in Q4 2025 and held it in 1 quarter. The position peaked at $2.33K in Q4 2025. 364 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

Estate Planners Group reported no remaining NCR Atleos position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 61 NCR Atleos shares in Q1 2026, an estimated $2.33K.
Estate Planners Group first reported a position in NCR Atleos in Q4 2025 and held it in 1 quarter.
Estate Planners Group's NCR Atleos position peaked at $2.33K in Q4 2025.
364 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.