LFG
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Larson Financial Group’s NCR Atleos NATL Stock Holding History

Larson Financial Group’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 		$11.3K Buy
260
+5
+2% +$207 ﹤0.01% 2165
2025
Q4 		$9.72K Buy
255
+4
+2% +$150 ﹤0.01% 2132
2025
Q3 		$9.87K Buy
251
+199
+383% +$6.93K ﹤0.01% 2023
2025
Q2 		$1.48K Buy
52
+4
+8% +$108 ﹤0.01% 2515
2025
Q1 		$1.27K Buy
48
+6
+14% +$178 ﹤0.01% 2315
2024
Q4 		$1.43K Buy
42
+9
+27% +$273 ﹤0.01% 1949
2024
Q3 		$941 Hold
33
– – ﹤0.01% 2005
2024
Q2 		$892 Buy
33
+3
+10% +$73 ﹤0.01% 1729
2024
Q1 		$593 Hold
30
– – ﹤0.01% 1530
2023
Q4 		$729 Buy
+30
New +$687 ﹤0.01% 1527

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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