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 Q2	$40K	Sell	922 -93	-9%	-$4.13K	﹤0.01%	3079
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 $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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's NATL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its NCR Atleos (NATL) stake by 9.2% in Q2 2026, selling an estimated $4.13K and leaving 922 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Steward Partners Investment Advisory first reported a position in NATL in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.2K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

Steward Partners Investment Advisory held 922 shares of NCR Atleos worth $40K as of Q2 2026.
Steward Partners Investment Advisory sold 93 NCR Atleos shares in Q2 2026, an estimated $4.13K.
NCR Atleos made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3079 holding.
Steward Partners Investment Advisory first reported a position in NCR Atleos in Q4 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's NCR Atleos position peaked at $44.2K in Q1 2026.
361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.