FGC
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Financial Gravity Companies’s NCR Atleos NATL Stock Holding History

Financial Gravity Companies’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 		$171 Buy
+6
New +$162 ﹤0.01% 898
2024
Q4 		$204 Buy
+6
New +$182 ﹤0.01% 905

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Financial Gravity Companies's NATL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in NCR Atleos (NATL) in Q2 2025: 6 shares worth $171. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NATL as recently as Q4 2024.

Financial Gravity Companies first reported a position in NATL in Q4 2024 and has held it in 2 quarters since. The position peaked at $204 in Q4 2024. 286 funds tracked by Wall St. Rank hold NATL as of Q2 2025.

  • Financial Gravity Companies held 6 shares of NCR Atleos worth $171 as of Q2 2025.
  • NCR Atleos was a new Financial Gravity Companies position in Q2 2025.
  • NCR Atleos made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #898 holding.
  • Financial Gravity Companies first reported a position in NCR Atleos in Q4 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's NCR Atleos position peaked at $204 in Q4 2024.
  • 286 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.