N.E.W. Advisory Services’s NCR Atleos NATL Stock Holding History

N.E.W. Advisory Services’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	$738	Hold	17	–	–	﹤0.01%	947
2026 Q1	$741	Hold	17	–	–	﹤0.01%	893
2025 Q4	$648	Hold	17	–	–	﹤0.01%	878
2025 Q3	$668	Buy	+17	New	+$592	﹤0.01%	824

Other funds holding NATL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

N.E.W. Advisory Services's NATL Position: Q2 2026 in Review

N.E.W. Advisory Services held its NCR Atleos (NATL) position steady in Q2 2026 at 17 shares worth $738. The position accounts for ﹤0.01% of the portfolio, ranked #947.

N.E.W. Advisory Services first reported a position in NATL in Q3 2025 and has held it in 4 quarters since. The position peaked at $741 in Q1 2026. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

N.E.W. Advisory Services held 17 shares of NCR Atleos worth $738 as of Q2 2026.
N.E.W. Advisory Services left its NCR Atleos share count unchanged in Q2 2026.
NCR Atleos made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #947 holding.
N.E.W. Advisory Services first reported a position in NCR Atleos in Q3 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's NCR Atleos position peaked at $741 in Q1 2026.
362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.