SOA Wealth Advisors’s NCR Atleos NATL Stock Holding History

SOA Wealth Advisors’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	$2.13K	Hold	49	–	–	﹤0.01%	766
2026 Q1	$2.13K	Hold	49	–	–	﹤0.01%	707
2025 Q4	$1.87K	Hold	49	–	–	﹤0.01%	724
2025 Q3	$1.93K	Hold	49	–	–	﹤0.01%	731
2025 Q2	$1.4K	Hold	49	–	–	﹤0.01%	738
2025 Q1	$1.29K	Hold	49	–	–	﹤0.01%	731
2024 Q4	$1.66K	Hold	49	–	–	﹤0.01%	701
2024 Q3	$1.4K	Hold	49	–	–	﹤0.01%	697
2024 Q2	$1.32K	Hold	49	–	–	﹤0.01%	711
2024 Q1	$968	Buy	+49	New	+$1.05K	﹤0.01%	765

Other funds holding NATL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SOA Wealth Advisors's NATL Position: Q2 2026 in Review

SOA Wealth Advisors held its NCR Atleos (NATL) position steady in Q2 2026 at 49 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

SOA Wealth Advisors first reported a position in NATL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13K in Q1 2026. 362 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

SOA Wealth Advisors held 49 shares of NCR Atleos worth $2.13K as of Q2 2026.
SOA Wealth Advisors left its NCR Atleos share count unchanged in Q2 2026.
NCR Atleos made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #766 holding.
SOA Wealth Advisors first reported a position in NCR Atleos in Q1 2024 and has held it in 10 quarters since.
SOA Wealth Advisors's NCR Atleos position peaked at $2.13K in Q1 2026.
362 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.