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
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 $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

WFA of San Diego's NATL Position: Q1 2026 in Review

WFA of San Diego reduced its NCR Atleos (NATL) stake by 17% in Q1 2026, selling an estimated $3.14K and leaving 375 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #266.

WFA of San Diego first reported a position in NATL in Q2 2024 and has held it in 6 quarters since. The position peaked at $17.7K in Q3 2025. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

  • WFA of San Diego held 375 shares of NCR Atleos worth $16.3K as of Q1 2026.
  • WFA of San Diego sold 76 NCR Atleos shares in Q1 2026, an estimated $3.14K.
  • NCR Atleos made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #266 holding.
  • WFA of San Diego first reported a position in NCR Atleos in Q2 2024 and has held it in 6 quarters since.
  • WFA of San Diego's NCR Atleos position peaked at $17.7K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.