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AdviceOne Advisory Services’s National Bankshares NKSH Stock Holding History

AdviceOne Advisory Services’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Hold
6,516
– – 0.13% 38
2026
Q1 		$237K Hold
6,516
– – 0.14% 35
2025
Q4 		$218K Buy
+6,516
New +$197K 0.13% 38

Other funds holding NKSH

CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AdviceOne Advisory Services's NKSH Position: Q2 2026 in Review

AdviceOne Advisory Services held its National Bankshares (NKSH) position steady in Q2 2026 at 6,516 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #38.

AdviceOne Advisory Services first reported a position in NKSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $237K in Q1 2026. 16 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

  • AdviceOne Advisory Services held 6,516 shares of National Bankshares worth $237K as of Q2 2026.
  • AdviceOne Advisory Services left its National Bankshares share count unchanged in Q2 2026.
  • National Bankshares made up 0.13% of AdviceOne Advisory Services's portfolio in Q2 2026, its #38 holding.
  • AdviceOne Advisory Services first reported a position in National Bankshares in Q4 2025 and has held it in 3 quarters since.
  • AdviceOne Advisory Services's National Bankshares position peaked at $237K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.