Tectonic Advisors’s NCR Atleos NATL Stock Holding History

Tectonic 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 Q2	$1.29M	Sell	29,734 -931	-3%	-$41.3K	0.06%	161
2026 Q1	$1.34M	Sell	30,665 -1,690	-5%	-$69.9K	0.07%	143
2025 Q4	$1.23M	Buy	32,355 +656	+2%	+$24.6K	0.07%	147
2025 Q3	$1.25M	Sell	31,699 -1,019	-3%	-$35.5K	0.07%	156
2025 Q2	$933K	Buy	32,718 +2,533	+8%	+$68.3K	0.05%	177
2025 Q1	$796K	Buy	+30,185	New	+$898K	0.05%	184
2024 Q1	–	Sell	-14,514	Closed	-$353K	–	302
2023 Q4	$353K	Buy	+14,514	New	+$332K	0.03%	236

Other funds holding NATL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return