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Pinnacle Wealth Planning Services’s NCR Atleos NATL Stock Holding History

Pinnacle Wealth Planning 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 		$166K Buy
3,824
+32
+0.8% +$1.42K 0.02% 609
2026
Q1 		$165K Buy
3,792
+23
+0.6% +$951 0.02% 546
2025
Q4 		$144K Buy
+3,769
New +$141K 0.02% 615

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

Pinnacle Wealth Planning Services's NATL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NCR Atleos (NATL) stake by 0.84% in Q2 2026, buying an estimated $1.42K and bringing the position to 3,824 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #609.

Pinnacle Wealth Planning Services first reported a position in NATL in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,824 shares of NCR Atleos worth $166K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 32 NCR Atleos shares in Q2 2026, an estimated $1.42K.
  • NCR Atleos made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #609 holding.
  • Pinnacle Wealth Planning Services first reported a position in NCR Atleos in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.