SWA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return