LGT Financial Advisors’s NCR Atleos NATL Stock Holding History

LGT Financial Advisors’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
2025 Q1	–	Sell	-92	Closed	-$3.12K	–	582
2024 Q4	$3.12K	Buy	+92	New	+$2.79K	0.01%	628

Other funds holding NATL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

LGT Financial Advisors's NATL Position: Q1 2025 in Review

LGT Financial Advisors sold out of NCR Atleos (NATL) in Q1 2025, closing a stake of 92 shares — an estimated $3.12K sold.

LGT Financial Advisors first reported a position in NATL in Q4 2024 and held it in 1 quarter. The position peaked at $3.12K in Q4 2024. 298 funds tracked by Wall St. Rank hold NATL as of Q1 2025.

LGT Financial Advisors reported no remaining NCR Atleos position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 92 NCR Atleos shares in Q1 2025, an estimated $3.12K.
LGT Financial Advisors first reported a position in NCR Atleos in Q4 2024 and held it in 1 quarter.
LGT Financial Advisors's NCR Atleos position peaked at $3.12K in Q4 2024.
298 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.