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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return