LPL Financial
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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
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 $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