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LRI Investments’s NCR Atleos NATL Stock Holding History

LRI Investments’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 		$13.8K Buy
319
+1
+0.3% +$44 ﹤0.01% 871
2026
Q1 		$13.9K Buy
318
+14
+5% +$579 ﹤0.01% 793
2025
Q4 		$11.6K Sell
304
-31
-9% -$1.16K ﹤0.01% 833
2025
Q3 		$13.2K Hold
335
– – ﹤0.01% 808
2025
Q2 		$9.56K Hold
335
– – ﹤0.01% 852
2025
Q1 		$8.84K Hold
335
– – ﹤0.01% 815
2024
Q4 		$11.4K Sell
335
-17
-5% -$515 ﹤0.01% 763
2024
Q3 		$10.3K Hold
352
– – ﹤0.01% 784
2024
Q2 		$9.51K Buy
352
+321
+1,035% +$7.83K ﹤0.01% 760
2024
Q1 		$612 Buy
+31
New +$663 ﹤0.01% 818

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

LRI Investments's NATL Position: Q2 2026 in Review

LRI Investments increased its NCR Atleos (NATL) stake by 0.31% in Q2 2026, buying an estimated $44 and bringing the position to 319 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

LRI Investments first reported a position in NATL in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.9K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • LRI Investments held 319 shares of NCR Atleos worth $13.8K as of Q2 2026.
  • LRI Investments bought 1 NCR Atleos share in Q2 2026, an estimated $44.
  • NCR Atleos made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #871 holding.
  • LRI Investments first reported a position in NCR Atleos in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's NCR Atleos position peaked at $13.9K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.