OF
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Optimize Financial’s NCR Atleos NATL Stock Holding History

Optimize 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
2025
Q3 		– Sell
-15,062
Closed -$430K – 396
2025
Q2 		$430K Sell
15,062
-108
-0.7% -$2.91K 0.26% 100
2025
Q1 		$400K Buy
15,170
+3,635
+32% +$108K 0.29% 103
2024
Q4 		$391K Buy
+11,535
New +$350K 0.29% 100

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Optimize Financial's NATL Position: Q3 2025 in Review

Optimize Financial sold out of NCR Atleos (NATL) in Q3 2025, closing a stake of 15,062 shares — an estimated $430K sold.

Optimize Financial first reported a position in NATL in Q4 2024 and held it in 3 quarters. The position peaked at $430K in Q2 2025. 309 funds tracked by Wall St. Rank hold NATL as of Q3 2025.

  • Optimize Financial reported no remaining NCR Atleos position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 15,062 NCR Atleos shares in Q3 2025, an estimated $430K.
  • Optimize Financial first reported a position in NCR Atleos in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's NCR Atleos position peaked at $430K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.