Laurel Wealth Advisors (North Carolina)’s NCR Atleos NATL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-25	Closed	-$953	–	473
2025 Q4	$953	Buy	+25	New	+$938	﹤0.01%	645
2025 Q2	–	Sell	-25	Closed	-$660	–	494
2025 Q1	$660	Hold	25	–	–	﹤0.01%	655
2024 Q4	$848	Hold	25	–	–	﹤0.01%	677
2024 Q3	$714	Hold	25	–	–	﹤0.01%	647
2024 Q2	$676	Buy	+25	New	+$610	﹤0.01%	599

Other funds holding NATL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s NATL Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of NCR Atleos (NATL) in Q1 2026, closing a stake of 25 shares — an estimated $953 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NATL in Q2 2024 and held it in 5 quarters. The position peaked at $953 in Q4 2025. 364 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining NCR Atleos position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 25 NCR Atleos shares in Q1 2026, an estimated $953.
Laurel Wealth Advisors (North Carolina) first reported a position in NCR Atleos in Q2 2024 and held it in 5 quarters.
Laurel Wealth Advisors (North Carolina)'s NCR Atleos position peaked at $953 in Q4 2025.
364 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.