UFPG
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United Financial Planning Group’s NCR Atleos NATL Stock Holding History

United Financial Planning Group’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 		$4.12K Hold
95
– – ﹤0.01% 410
2026
Q1 		$4.14K Buy
+95
New +$3.93K ﹤0.01% 353

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

United Financial Planning Group's NATL Position: Q2 2026 in Review

United Financial Planning Group held its NCR Atleos (NATL) position steady in Q2 2026 at 95 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

United Financial Planning Group first reported a position in NATL in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.14K in Q1 2026. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • United Financial Planning Group held 95 shares of NCR Atleos worth $4.12K as of Q2 2026.
  • United Financial Planning Group left its NCR Atleos share count unchanged in Q2 2026.
  • NCR Atleos made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #410 holding.
  • United Financial Planning Group first reported a position in NCR Atleos in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's NCR Atleos position peaked at $4.14K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.