IWC
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Integrated Wealth Concepts’s NCR Atleos NATL Stock Holding History

Integrated Wealth Concepts’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
Q2 		$15.7K Buy
+362
New +$16.1K ﹤0.01% 4268

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Integrated Wealth Concepts's NATL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NCR Atleos (NATL) in Q2 2026: 362 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #4268 among its holdings.

361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Integrated Wealth Concepts held 362 shares of NCR Atleos worth $15.7K as of Q2 2026.
  • NCR Atleos was a new Integrated Wealth Concepts position in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4268 holding.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.