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Putney Financial Group’s NCR Atleos NATL Stock Holding History

Putney Financial 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
2025
Q3 		– Sell
-147
Closed -$4.19K – 208
2025
Q2 		$4.19K Hold
147
– – ﹤0.01% 257
2025
Q1 		$3.88K Hold
147
– – ﹤0.01% 246
2024
Q4 		$4.99K Buy
+147
New +$4.46K ﹤0.01% 249

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

Putney Financial Group's NATL Position: Q3 2025 in Review

Putney Financial Group sold out of NCR Atleos (NATL) in Q3 2025, closing a stake of 147 shares — an estimated $4.19K sold.

Putney Financial Group first reported a position in NATL in Q4 2024 and held it in 3 quarters. The position peaked at $4.99K in Q4 2024. 309 funds tracked by Wall St. Rank hold NATL as of Q3 2025.

  • Putney Financial Group reported no remaining NCR Atleos position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 147 NCR Atleos shares in Q3 2025, an estimated $4.19K.
  • Putney Financial Group first reported a position in NCR Atleos in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's NCR Atleos position peaked at $4.99K in Q4 2024.
  • 309 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.