Harbor Asset Planning
NATL icon

Harbor Asset Planning’s NCR Atleos NATL Stock Holding History

Harbor Asset Planning’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
Q3 		$271 Hold
6
– – ﹤0.01% 412
2026
Q2 		$260 Hold
6
– – ﹤0.01% 411
2026
Q1 		$261 Hold
6
– – ﹤0.01% 416
2025
Q4 		$229 Hold
6
– – ﹤0.01% 435
2025
Q3 		$236 Hold
6
– – ﹤0.01% 404
2025
Q2 		$171 Buy
+6
New +$162 ﹤0.01% 404

Other funds holding NATL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Harbor Asset Planning's NATL Position: Q3 2026 in Review

Harbor Asset Planning held its NCR Atleos (NATL) position steady in Q3 2026 at 6 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Harbor Asset Planning first reported a position in NATL in Q2 2025 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Harbor Asset Planning held 6 shares of NCR Atleos worth $271 as of Q3 2026.
  • Harbor Asset Planning left its NCR Atleos share count unchanged in Q3 2026.
  • NCR Atleos made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #412 holding.
  • Harbor Asset Planning first reported a position in NCR Atleos in Q2 2025 and has held it in 6 quarters since.
  • 170 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.