KFI
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Key Financial Inc’s NCR Atleos NATL Stock Holding History

Key Financial Inc’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 		$1.26K Hold
29
– – ﹤0.01% 1200
2026
Q1 		$1.26K Hold
29
– – ﹤0.01% 1227
2025
Q4 		$1.1K Hold
29
– – ﹤0.01% 1242
2025
Q3 		$1.15K Hold
29
– – ﹤0.01% 1254
2025
Q2 		$827 Hold
29
– – ﹤0.01% 1290
2025
Q1 		$765 Hold
29
– – ﹤0.01% 1250
2024
Q4 		$984 Hold
29
– – ﹤0.01% 1232
2024
Q3 		$827 Hold
29
– – ﹤0.01% 1217
2024
Q2 		$784 Hold
29
– – ﹤0.01% 1208
2024
Q1 		$573 Hold
29
– – ﹤0.01% 1216
2023
Q4 		$704 Buy
+29
New +$664 ﹤0.01% 1210

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

Key Financial Inc's NATL Position: Q2 2026 in Review

Key Financial Inc held its NCR Atleos (NATL) position steady in Q2 2026 at 29 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Key Financial Inc first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Key Financial Inc held 29 shares of NCR Atleos worth $1.26K as of Q2 2026.
  • Key Financial Inc left its NCR Atleos share count unchanged in Q2 2026.
  • NCR Atleos made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1200 holding.
  • Key Financial Inc first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • Key Financial Inc's NCR Atleos position peaked at $1.26K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.