Matthew Hamilton Rosenberg’s NCR Atleos NATL Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$542	Hold	12	–	–	﹤0.01%	799
2026 Q2	$521	Hold	12	–	–	﹤0.01%	772
2026 Q1	$523	Hold	12	–	–	﹤0.01%	778
2025 Q4	$457	Hold	12	–	–	﹤0.01%	786
2025 Q3	$472	Hold	12	–	–	﹤0.01%	788
2025 Q2	$342	Hold	12	–	–	﹤0.01%	819
2025 Q1	$317	Hold	12	–	–	﹤0.01%	806
2024 Q4	$407	Hold	12	–	–	﹤0.01%	782
2024 Q3	$342	Hold	12	–	–	﹤0.01%	809
2024 Q2	$347	Hold	12	–	–	﹤0.01%	777
2024 Q1	$234	Buy	+12	New	+$257	﹤0.01%	829

Other funds holding NATL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Matthew Hamilton Rosenberg's NATL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its NCR Atleos (NATL) position steady in Q3 2026 at 12 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Matthew Hamilton Rosenberg first reported a position in NATL in Q1 2024 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

Matthew Hamilton Rosenberg held 12 shares of NCR Atleos worth $542 as of Q3 2026.
Matthew Hamilton Rosenberg left its NCR Atleos share count unchanged in Q3 2026.
NCR Atleos made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #799 holding.
Matthew Hamilton Rosenberg first reported a position in NCR Atleos in Q1 2024 and has held it in 11 quarters since.
17 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.