Root Financial Partners
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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
Q3 		$7.64K Buy
+169
New +$7.82K ﹤0.01% 2046
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

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Bank of New York Mellon
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Principal Financial Group
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Root Financial Partners's NATL Position: Q3 2026 in Review

Root Financial Partners opened a new position in NCR Atleos (NATL) in Q3 2026: 169 shares worth $7.64K. The stake represents ﹤0.01% of the portfolio and ranks #2046 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NATL as recently as Q1 2026.

Root Financial Partners first reported a position in NATL in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Root Financial Partners held 169 shares of NCR Atleos worth $7.64K as of Q3 2026.
  • NCR Atleos was a new Root Financial Partners position in Q3 2026.
  • NCR Atleos made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2046 holding.
  • Root Financial Partners first reported a position in NCR Atleos in Q3 2025 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.