Aspect Partners’s National Bankshares NKSH Stock Holding History

Aspect Partners’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	$113K	Hold	3,104	–	–	0.04%	106
2026 Q1	$113K	Hold	3,104	–	–	0.05%	100
2025 Q4	$104K	Hold	3,104	–	–	0.05%	106
2025 Q3	$91.4K	Hold	3,104	–	–	0.04%	117
2025 Q2	$84.4K	Hold	3,104	–	–	0.04%	123
2025 Q1	$82.7K	Hold	3,104	–	–	0.05%	106
2024 Q4	$89.1K	Hold	3,104	–	–	0.05%	104
2024 Q3	$92.8K	Hold	3,104	–	–	0.05%	96
2024 Q2	$87.8K	Hold	3,104	–	–	0.05%	95
2024 Q1	$104K	Hold	3,104	–	–	0.08%	88
2023 Q4	$100K	Buy	+3,104	New	+$83.5K	0.06%	86

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

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Aspect Partners's NKSH Position: Q2 2026 in Review

Aspect Partners held its National Bankshares (NKSH) position steady in Q2 2026 at 3,104 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #106.

Aspect Partners first reported a position in NKSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $113K in Q1 2026. 16 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

Aspect Partners held 3,104 shares of National Bankshares worth $113K as of Q2 2026.
Aspect Partners left its National Bankshares share count unchanged in Q2 2026.
National Bankshares made up 0.04% of Aspect Partners's portfolio in Q2 2026, its #106 holding.
Aspect Partners first reported a position in National Bankshares in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's National Bankshares position peaked at $113K in Q1 2026.
16 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.