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Twin Peaks Wealth Advisors’s NCR Atleos NATL Stock Holding History

Twin Peaks Wealth 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 		– Sell
-34
Closed -$1.48K – 1472
2026
Q1 		$1.48K Buy
+34
New +$1.41K ﹤0.01% 1795
2025
Q3 		– Sell
-89
Closed -$3.27K – 1397
2025
Q2 		$3.27K Buy
+89
New +$2.4K ﹤0.01% 1480

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Twin Peaks Wealth Advisors's NATL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NCR Atleos (NATL) in Q2 2026, closing a stake of 34 shares — an estimated $1.48K sold.

Twin Peaks Wealth Advisors first reported a position in NATL in Q2 2025 and held it in 2 quarters. The position peaked at $3.27K in Q2 2025. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining NCR Atleos position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 34 NCR Atleos shares in Q2 2026, an estimated $1.48K.
  • Twin Peaks Wealth Advisors first reported a position in NCR Atleos in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's NCR Atleos position peaked at $3.27K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.