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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JFS Wealth Advisors's NATL Position: Q2 2026 in Review

JFS Wealth Advisors increased its NCR Atleos (NATL) stake by 82% in Q2 2026, buying an estimated $798 and bringing the position to 40 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

JFS Wealth Advisors first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.97K in Q4 2023. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

JFS Wealth Advisors held 40 shares of NCR Atleos worth $1.74K as of Q2 2026.
JFS Wealth Advisors bought 18 NCR Atleos shares in Q2 2026, an estimated $798.
NCR Atleos made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1652 holding.
JFS Wealth Advisors first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's NCR Atleos position peaked at $6.97K in Q4 2023.
361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.