Jones Financial Companies
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Jones Financial Companies’s NCR Atleos NATL Stock Holding History

Jones Financial Companies’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 		$86.8K Buy
2,009
+100
+5% +$4.43K ﹤0.01% 2904
2026
Q1 		$81.9K Sell
1,909
-104
-5% -$4.3K ﹤0.01% 2747
2025
Q4 		$76.7K Buy
2,013
+1,135
+129% +$42.6K ﹤0.01% 2325
2025
Q3 		$34.1K Buy
878
+705
+408% +$24.5K ﹤0.01% 2538
2025
Q2 		$5.11K Sell
173
-108
-38% -$2.91K ﹤0.01% 3127
2025
Q1 		$7.47K Buy
281
+125
+80% +$3.72K ﹤0.01% 2826
2024
Q4 		$5.29K Sell
156
-59
-27% -$1.79K ﹤0.01% 2739
2024
Q3 		$6.17K Buy
215
+162
+306% +$4.71K ﹤0.01% 2391
2024
Q2 		$1.43K Buy
+53
New +$1.29K ﹤0.01% 2225
2024
Q1 		– Sell
-53
Closed -$1.29K – 1420
2023
Q4 		$1.29K Buy
+53
New +$1.21K ﹤0.01% 942

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

Jones Financial Companies's NATL Position: Q2 2026 in Review

Jones Financial Companies increased its NCR Atleos (NATL) stake by 5.2% in Q2 2026, buying an estimated $4.43K and bringing the position to 2,009 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Jones Financial Companies first reported a position in NATL in Q4 2023 and has held it in 10 quarters since. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Jones Financial Companies held 2,009 shares of NCR Atleos worth $86.8K as of Q2 2026.
  • Jones Financial Companies bought 100 NCR Atleos shares in Q2 2026, an estimated $4.43K.
  • NCR Atleos made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2904 holding.
  • Jones Financial Companies first reported a position in NCR Atleos in Q4 2023 and has held it in 10 quarters since.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.