JFS Wealth Advisors’s NCR Atleos NATL Stock Holding History

JFS Wealth 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 Q2	$1.74K	Buy	40 +18	+82%	+$798	﹤0.01%	1652
2026 Q1	$959	Hold	22	–	–	﹤0.01%	1681
2025 Q4	$839	Sell	22 -19	-46%	-$713	﹤0.01%	1734
2025 Q3	$1.61K	Hold	41	–	–	﹤0.01%	1495
2025 Q2	$1.17K	Hold	41	–	–	﹤0.01%	1530
2025 Q1	$1.08K	Hold	41	–	–	﹤0.01%	1628
2024 Q4	$1.39K	Hold	41	–	–	﹤0.01%	1605
2024 Q3	$1.17K	Hold	41	–	–	﹤0.01%	1662
2024 Q2	$1.11K	Hold	41	–	–	﹤0.01%	1646
2024 Q1	$810	Sell	41 -246	-86%	-$5.26K	﹤0.01%	1704
2023 Q4	$6.97K	Buy	+287	New	+$6.57K	﹤0.01%	921

Other funds holding NATL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return