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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
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 $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
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's NATL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NCR Atleos (NATL) in Q1 2026: 34 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1795 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NATL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NATL in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.27K in Q2 2025. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 34 shares of NCR Atleos worth $1.48K as of Q1 2026.
  • NCR Atleos was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • NCR Atleos made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1795 holding.
  • Twin Peaks Wealth Advisors first reported a position in NCR Atleos in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's NCR Atleos position peaked at $3.27K in Q2 2025.
  • 363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.