JKA
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Jones Kertz & Associates’s NCR Atleos NATL Stock Holding History

Jones Kertz & Associates’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 		– Sell
-35,620
Closed -$1.55M – 67
2026
Q1 		$1.55M Sell
35,620
-2,390
-6% -$98.8K 0.82% 39
2025
Q4 		$1.45M Buy
+38,010
New +$1.43M 0.74% 40

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Jones Kertz & Associates's NATL Position: Q2 2026 in Review

Jones Kertz & Associates sold out of NCR Atleos (NATL) in Q2 2026, closing a stake of 35,620 shares — an estimated $1.55M sold.

Jones Kertz & Associates first reported a position in NATL in Q4 2025 and held it in 2 quarters. The position peaked at $1.55M in Q1 2026. 170 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Jones Kertz & Associates reported no remaining NCR Atleos position as of Q2 2026 after selling out during the quarter.
  • Jones Kertz & Associates sold 35,620 NCR Atleos shares in Q2 2026, an estimated $1.55M.
  • Jones Kertz & Associates first reported a position in NCR Atleos in Q4 2025 and held it in 2 quarters.
  • Jones Kertz & Associates's NCR Atleos position peaked at $1.55M in Q1 2026.
  • 170 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.