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Root Financial Partners’s NCR Atleos NATL Stock Holding History

Root Financial Partners’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 		– Sell
-81
Closed -$3.53K – 2152
2026
Q1 		$3.53K Buy
81
+16
+25% +$661 ﹤0.01% 2080
2025
Q4 		$2.48K Buy
65
+62
+2,067% +$2.33K ﹤0.01% 1954
2025
Q3 		$118 Buy
+3
New +$104 ﹤0.01% 2232

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

Root Financial Partners's NATL Position: Q2 2026 in Review

Root Financial Partners sold out of NCR Atleos (NATL) in Q2 2026, closing a stake of 81 shares — an estimated $3.53K sold.

Root Financial Partners first reported a position in NATL in Q3 2025 and held it in 3 quarters. The position peaked at $3.53K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Root Financial Partners reported no remaining NCR Atleos position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 81 NCR Atleos shares in Q2 2026, an estimated $3.53K.
  • Root Financial Partners first reported a position in NCR Atleos in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NCR Atleos position peaked at $3.53K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.