UMB Bank’s NCR Atleos NATL Stock Holding History

UMB Bank’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	$18.3K	Buy	420 +34	+9%	+$1.41K	﹤0.01%	1639
2025 Q4	$14.7K	Buy	386 +99	+34%	+$3.71K	﹤0.01%	1664
2025 Q3	$11.3K	Buy	287 +52	+22%	+$1.81K	﹤0.01%	1633
2025 Q2	$6.71K	Sell	235 -56	-19%	-$1.51K	﹤0.01%	1738
2025 Q1	$7.68K	Buy	291 +101	+53%	+$3K	﹤0.01%	1633
2024 Q4	$6.45K	Hold	190	–	–	﹤0.01%	1615
2024 Q3	$5.42K	Buy	190 +84	+79%	+$2.44K	﹤0.01%	1702
2024 Q2	$2.87K	Buy	106 +51	+93%	+$1.24K	﹤0.01%	1638
2024 Q1	$1.09K	Sell	55 -32	-37%	-$685	﹤0.01%	1746
2023 Q4	$2.11K	Buy	+87	New	+$1.99K	﹤0.01%	1489

Other funds holding NATL

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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