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 Q3	$83.9K	Hold	2,002	–	–	﹤0.01%	440
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bogart Wealth LLC's NKSH Position: Q3 2026 in Review

Bogart Wealth LLC held its National Bankshares (NKSH) position steady in Q3 2026 at 2,002 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Bogart Wealth LLC first reported a position in NKSH in Q2 2020 and has held it in 26 quarters since. 79 funds tracked by Wall St. Rank hold NKSH as of Q3 2026.

Bogart Wealth LLC held 2,002 shares of National Bankshares worth $83.9K as of Q3 2026.
Bogart Wealth LLC left its National Bankshares share count unchanged in Q3 2026.
National Bankshares made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #440 holding.
Bogart Wealth LLC first reported a position in National Bankshares in Q2 2020 and has held it in 26 quarters since.
79 funds tracked by Wall St. Rank held National Bankshares as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.