Spire Wealth Management
NATL icon

Spire Wealth Management’s NCR Atleos NATL Stock Holding History

Spire Wealth Management’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 		$7K Hold
155
– – ﹤0.01% 1717
2026
Q2 		$6.73K Sell
155
-69
-31% -$3.06K ﹤0.01% 1763
2026
Q1 		$9.8K Hold
224
– – ﹤0.01% 1621
2025
Q4 		$8.54K Hold
224
– – ﹤0.01% 1764
2025
Q3 		$8.8K Hold
224
– – ﹤0.01% 1793
2025
Q2 		$6.39K Hold
224
– – ﹤0.01% 1874
2025
Q1 		$5.91K Hold
224
– – ﹤0.01% 2011
2024
Q4 		$7.6K Buy
+224
New +$6.79K ﹤0.01% 1919

Other funds holding NATL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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

Spire Wealth Management's NATL Position: Q3 2026 in Review

Spire Wealth Management held its NCR Atleos (NATL) position steady in Q3 2026 at 155 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Spire Wealth Management first reported a position in NATL in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.8K in Q1 2026. 152 funds tracked by Wall St. Rank hold NATL as of Q3 2026.

  • Spire Wealth Management held 155 shares of NCR Atleos worth $7K as of Q3 2026.
  • Spire Wealth Management left its NCR Atleos share count unchanged in Q3 2026.
  • NCR Atleos made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1717 holding.
  • Spire Wealth Management first reported a position in NCR Atleos in Q4 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's NCR Atleos position peaked at $9.8K in Q1 2026.
  • 152 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.