Private Wealth Management Group’s NCR Atleos NATL Stock Holding History

Private Wealth Management Group’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	$3.98K	Hold	88	–	–	﹤0.01%	969
2026 Q2	$3.82K	Hold	88	–	–	﹤0.01%	948
2026 Q1	$3.84K	Hold	88	–	–	﹤0.01%	865
2025 Q4	$3.35K	Sell	88 -4	-4%	-$150	﹤0.01%	916
2025 Q3	$3.62K	Sell	92 -11	-11%	-$383	﹤0.01%	917
2025 Q2	$2.94K	Hold	103	–	–	﹤0.01%	967
2025 Q1	$2.72K	Hold	103	–	–	﹤0.01%	953
2024 Q4	$3.49K	Hold	103	–	–	﹤0.01%	886
2024 Q3	$2.94K	Hold	103	–	–	﹤0.01%	931
2024 Q2	$2.78K	Buy	103 +41	+66%	+$1K	﹤0.01%	932
2024 Q1	$1.22K	Buy	62 +53	+589%	+$1.13K	﹤0.01%	1183
2023 Q4	$219	Buy	+9	New	+$206	﹤0.01%	1498

Other funds holding NATL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Wealth Management Group's NATL Position: Q3 2026 in Review

Private Wealth Management Group held its NCR Atleos (NATL) position steady in Q3 2026 at 88 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Private Wealth Management Group first reported a position in NATL in Q4 2023 and has held it in 12 quarters since. 207 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

Private Wealth Management Group held 88 shares of NCR Atleos worth $3.98K as of Q3 2026.
Private Wealth Management Group left its NCR Atleos share count unchanged in Q3 2026.
NCR Atleos made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #969 holding.
Private Wealth Management Group first reported a position in NCR Atleos in Q4 2023 and has held it in 12 quarters since.
207 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.