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
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

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VPM
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VCM
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State Street
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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