Focus Partners Wealth
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Focus Partners Wealth’s NCR Atleos NATL Stock Holding History

Focus Partners Wealth’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 		$1.82M Sell
41,685
-2,839
-6% -$117K ﹤0.01% 1354
2025
Q4 		$1.7M Buy
44,524
+2,820
+7% +$106K ﹤0.01% 1397
2025
Q3 		$1.64M Sell
41,704
-1,557
-4% -$54.2K ﹤0.01% 1089
2025
Q2 		$1.23M Buy
43,261
+1,707
+4% +$46K ﹤0.01% 1055
2025
Q1 		$1.1M Buy
41,554
+19,557
+89% +$582K ﹤0.01% 1030
2024
Q4 		$746K Buy
21,997
+1,933
+10% +$58.6K ﹤0.01% 1164
2024
Q3 		$572K Buy
20,064
+418
+2% +$12.2K ﹤0.01% 1105
2024
Q2 		$531K Buy
19,646
+102
+0.5% +$2.49K ﹤0.01% 932
2024
Q1 		$386K Buy
19,544
+5,073
+35% +$109K ﹤0.01% 775
2023
Q4 		$352K Buy
+14,471
New +$331K ﹤0.01% 640

Other funds holding NATL

BlackRock
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
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return