Steward Partners Investment Advisory’s NCR Atleos NATL Stock Holding History

Steward Partners Investment Advisory’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	$44.2K	Hold	1,015	–	–	﹤0.01%	2854
2025 Q4	$38.7K	Hold	1,015	–	–	﹤0.01%	2804
2025 Q3	$39.9K	Sell	1,015 -8	-0.8%	-$278	﹤0.01%	2716
2025 Q2	$29.2K	Buy	1,023 +384	+60%	+$10.4K	﹤0.01%	2749
2025 Q1	$16.9K	Buy	639 +221	+53%	+$6.57K	﹤0.01%	2884
2024 Q4	$14.2K	Buy	418 +265	+173%	+$8.03K	﹤0.01%	2945
2024 Q3	$4.37K	Buy	153 +22	+17%	+$640	﹤0.01%	3229
2024 Q2	$3.54K	Hold	131	–	–	﹤0.01%	3145
2024 Q1	$2.59K	Sell	131 -6	-4%	-$128	﹤0.01%	3240
2023 Q4	$3.33K	Buy	+137	New	+$3.14K	﹤0.01%	3102

Other funds holding NATL

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 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's NATL Position: Q1 2026 in Review

Steward Partners Investment Advisory held its NCR Atleos (NATL) position steady in Q1 2026 at 1,015 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

Steward Partners Investment Advisory first reported a position in NATL in Q4 2023 and has held it in 10 quarters since. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

Steward Partners Investment Advisory held 1,015 shares of NCR Atleos worth $44.2K as of Q1 2026.
Steward Partners Investment Advisory left its NCR Atleos share count unchanged in Q1 2026.
NCR Atleos made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2854 holding.
Steward Partners Investment Advisory first reported a position in NCR Atleos in Q4 2023 and has held it in 10 quarters since.
363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.