LPL Financial
NATL icon

LPL Financial’s NCR Atleos NATL Stock Holding History

LPL Financial’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 		$408K Sell
9,393
-107
-1% -$4.75K ﹤0.01% 5211
2026
Q1 		$414K Sell
9,500
-22,222
-70% -$918K ﹤0.01% 4930
2025
Q4 		$1.21M Buy
31,722
+3,302
+12% +$124K ﹤0.01% 3878
2025
Q3 		$1.12M Buy
28,420
+5,218
+22% +$182K ﹤0.01% 3890
2025
Q2 		$662K Buy
23,202
+1,914
+9% +$51.6K ﹤0.01% 4135
2025
Q1 		$562K Buy
21,288
+1,909
+10% +$56.8K ﹤0.01% 4066
2024
Q4 		$657K Buy
19,379
+1,683
+10% +$51K ﹤0.01% 3853
2024
Q3 		$505K Buy
17,696
+51
+0.3% +$1.48K ﹤0.01% 3989
2024
Q2 		$477K Sell
17,645
-9,817
-36% -$239K ﹤0.01% 3917
2024
Q1 		$542K Sell
27,462
-8,121
-23% -$174K ﹤0.01% 3713
2023
Q4 		$864K Buy
+35,583
New +$815K ﹤0.01% 3163

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

LPL Financial's NATL Position: Q2 2026 in Review

LPL Financial reduced its NCR Atleos (NATL) stake by 1.1% in Q2 2026, selling an estimated $4.75K and leaving 9,393 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #5211.

LPL Financial first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2025. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • LPL Financial held 9,393 shares of NCR Atleos worth $408K as of Q2 2026.
  • LPL Financial sold 107 NCR Atleos shares in Q2 2026, an estimated $4.75K.
  • NCR Atleos made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5211 holding.
  • LPL Financial first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's NCR Atleos position peaked at $1.21M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.