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Atria Investments’s National Bankshares NKSH Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-9,818
Closed -$261K – 2049
2025
Q1 		$261K Sell
9,818
-300
-3% -$8.43K ﹤0.01% 1699
2024
Q4 		$290K Buy
10,118
+1,223
+14% +$37K ﹤0.01% 1609
2024
Q3 		$266K Sell
8,895
-1,966
-18% -$58.3K ﹤0.01% 1676
2024
Q2 		$307K Buy
+10,861
New +$322K ﹤0.01% 1576

Other funds holding NKSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments's NKSH Position: Q2 2025 in Review

Atria Investments sold out of National Bankshares (NKSH) in Q2 2025, closing a stake of 9,818 shares — an estimated $261K sold.

Atria Investments first reported a position in NKSH in Q2 2024 and held it in 4 quarters. The position peaked at $307K in Q2 2024. 75 funds tracked by Wall St. Rank hold NKSH as of Q2 2025.

  • Atria Investments reported no remaining National Bankshares position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 9,818 National Bankshares shares in Q2 2025, an estimated $261K.
  • Atria Investments first reported a position in National Bankshares in Q2 2024 and held it in 4 quarters.
  • Atria Investments's National Bankshares position peaked at $307K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held National Bankshares as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.