IA
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IFP Advisors’s NCR Atleos NATL Stock Holding History

IFP 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
Q1 		$6.58K Sell
151
-51
-25% -$2.11K ﹤0.01% 3382
2025
Q4 		$7.7K Buy
202
+8
+4% +$300 ﹤0.01% 3201
2025
Q3 		$7.63K Sell
194
-26
-12% -$905 ﹤0.01% 3042
2025
Q2 		$6.28K Buy
220
+107
+95% +$2.89K ﹤0.01% 3212
2025
Q1 		$2.98K Buy
113
+57
+102% +$1.7K ﹤0.01% 3015
2024
Q4 		$2.38K Sell
56
-7
-11% -$212 ﹤0.01% 3038
2024
Q3 		$1.8K Hold
63
– – ﹤0.01% 2937
2024
Q2 		$1.7K Hold
63
– – ﹤0.01% 2846
2024
Q1 		$1.24K Hold
63
– – ﹤0.01% 2804
2023
Q4 		$1.53K Buy
+63
New +$1.44K ﹤0.01% 2740

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