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Kestra Advisory Services’s NCR Atleos NATL Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,342
Closed -$51.1K – 3937
2025
Q4 		$51.1K Buy
+1,342
New +$50.3K ﹤0.01% 3919
2025
Q2 		– Sell
-1,615
Closed -$42.6K – 2930
2025
Q1 		$42.6K Buy
+1,615
New +$48K ﹤0.01% 2655

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Advisory Services's NATL Position: Q1 2026 in Review

Kestra Advisory Services sold out of NCR Atleos (NATL) in Q1 2026, closing a stake of 1,342 shares — an estimated $51.1K sold.

Kestra Advisory Services first reported a position in NATL in Q1 2025 and held it in 2 quarters. The position peaked at $51.1K in Q4 2025. 364 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

  • Kestra Advisory Services reported no remaining NCR Atleos position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,342 NCR Atleos shares in Q1 2026, an estimated $51.1K.
  • Kestra Advisory Services first reported a position in NCR Atleos in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's NCR Atleos position peaked at $51.1K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.