SVB Wealth’s NCR Atleos NATL Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-45	Closed	-$1.19K	–	1192
2025 Q1	$1.19K	Buy	+45	New	+$1.34K	﹤0.01%	1330

Other funds holding NATL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

SVB Wealth's NATL Position: Q2 2025 in Review

SVB Wealth sold out of NCR Atleos (NATL) in Q2 2025, closing a stake of 45 shares — an estimated $1.19K sold.

SVB Wealth first reported a position in NATL in Q1 2025 and held it in 1 quarter. The position peaked at $1.19K in Q1 2025. 286 funds tracked by Wall St. Rank hold NATL as of Q2 2025.

SVB Wealth reported no remaining NCR Atleos position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 45 NCR Atleos shares in Q2 2025, an estimated $1.19K.
SVB Wealth first reported a position in NCR Atleos in Q1 2025 and held it in 1 quarter.
SVB Wealth's NCR Atleos position peaked at $1.19K in Q1 2025.
286 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.