WOSD
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WFA of San Diego’s NCR Atleos NATL Stock Holding History

WFA of San Diego’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
-375
Closed -$16.3K – 274
2026
Q1 		$16.3K Sell
375
-76
-17% -$3.14K 0.01% 266
2025
Q4 		$17.2K Hold
451
– – 0.01% 273
2025
Q3 		$17.7K Hold
451
– – 0.01% 285
2025
Q2 		$12.9K Buy
+451
New +$12.2K 0.01% 300
2024
Q3 		$10.7K Hold
375
– – 0.01% 281
2024
Q2 		$10.1K Buy
+375
New +$9.14K 0.01% 282

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 $3.38T AUM 44.17% 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

WFA of San Diego's NATL Position: Q2 2026 in Review

WFA of San Diego sold out of NCR Atleos (NATL) in Q2 2026, closing a stake of 375 shares — an estimated $16.3K sold.

WFA of San Diego first reported a position in NATL in Q2 2024 and held it in 6 quarters. The position peaked at $17.7K in Q3 2025. 361 funds tracked by Wall St. Rank hold NATL as of Q2 2026.

  • WFA of San Diego reported no remaining NCR Atleos position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 375 NCR Atleos shares in Q2 2026, an estimated $16.3K.
  • WFA of San Diego first reported a position in NCR Atleos in Q2 2024 and held it in 6 quarters.
  • WFA of San Diego's NCR Atleos position peaked at $17.7K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held NCR Atleos as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.