Bogart Wealth LLC’s National Bankshares NKSH Stock Holding History

Bogart Wealth LLC’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	$72.7K	Hold	2,002	–	–	﹤0.01%	461
2026 Q1	$72.9K	Hold	2,002	–	–	﹤0.01%	416
2025 Q4	$67.1K	Hold	2,002	–	–	﹤0.01%	410
2025 Q3	$58.9K	Hold	2,002	–	–	﹤0.01%	421
2025 Q2	$54.5K	Hold	2,002	–	–	﹤0.01%	435
2025 Q1	$53.3K	Hold	2,002	–	–	﹤0.01%	413
2024 Q4	$57.5K	Hold	2,002	–	–	﹤0.01%	384
2024 Q3	$59.9K	Sell	2,002 -200	-9%	-$5.93K	﹤0.01%	380
2024 Q2	$62.3K	Hold	2,202	–	–	﹤0.01%	360
2024 Q1	$73.6K	Hold	2,202	–	–	﹤0.01%	319
2023 Q4	$71.2K	Hold	2,202	–	–	﹤0.01%	315
2023 Q3	$55.1K	Sell	2,202 -400	-15%	-$11.1K	﹤0.01%	334
2023 Q2	$76K	Buy	2,602 +1,602	+160%	+$47.7K	﹤0.01%	273
2023 Q1	$31.5K	Hold	1,000	–	–	﹤0.01%	387
2022 Q4	$40.3K	Hold	1,000	–	–	﹤0.01%	324
2022 Q3	$34K	Hold	1,000	–	–	﹤0.01%	356
2022 Q2	$31K	Hold	1,000	–	–	﹤0.01%	359
2022 Q1	$37K	Hold	1,000	–	–	﹤0.01%	311
2021 Q4	$36K	Hold	1,000	–	–	﹤0.01%	300
2021 Q3	$36K	Hold	1,000	–	–	﹤0.01%	286
2021 Q2	$35K	Hold	1,000	–	–	﹤0.01%	273
2021 Q1	$36K	Hold	1,000	–	–	0.01%	253
2020 Q4	$31K	Hold	1,000	–	–	0.01%	232
2020 Q3	$25K	Hold	1,000	–	–	0.01%	244
2020 Q2	$29K	Buy	+1,000	New	+$29.1K	0.01%	213

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

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Bogart Wealth LLC's NKSH Position: Q2 2026 in Review

Bogart Wealth LLC held its National Bankshares (NKSH) position steady in Q2 2026 at 2,002 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Bogart Wealth LLC first reported a position in NKSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $76K in Q2 2023. 19 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

Bogart Wealth LLC held 2,002 shares of National Bankshares worth $72.7K as of Q2 2026.
Bogart Wealth LLC left its National Bankshares share count unchanged in Q2 2026.
National Bankshares made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #461 holding.
Bogart Wealth LLC first reported a position in National Bankshares in Q2 2020 and has held it in 25 quarters since.
Bogart Wealth LLC's National Bankshares position peaked at $76K in Q2 2023.
19 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.