Carson Advisory’s National Bankshares NKSH Stock Holding History

Carson Advisory’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 Q1	$364K	Hold	10,000	–	–	0.19%	113
2025 Q4	$335K	Hold	10,000	–	–	0.17%	118
2025 Q3	$294K	Hold	10,000	–	–	0.16%	127
2025 Q2	$272K	Hold	10,000	–	–	0.17%	128
2025 Q1	$266K	Hold	10,000	–	–	0.18%	130
2024 Q4	$287K	Hold	10,000	–	–	0.2%	122
2024 Q3	$299K	Hold	10,000	–	–	0.19%	127
2024 Q2	$283K	Hold	10,000	–	–	0.2%	122
2024 Q1	$334K	Hold	10,000	–	–	0.24%	107
2023 Q4	$324K	Hold	10,000	–	–	0.25%	104
2023 Q3	$250K	Hold	10,000	–	–	0.22%	122
2023 Q2	$292K	Hold	10,000	–	–	0.25%	107
2023 Q1	$315K	Buy	+10,000	New	+$396K	0.28%	94

Other funds holding NKSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Carson Advisory's NKSH Position: Q1 2026 in Review

Carson Advisory held its National Bankshares (NKSH) position steady in Q1 2026 at 10,000 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #113.

Carson Advisory first reported a position in NKSH in Q1 2023 and has held it in 13 quarters since. 92 funds tracked by Wall St. Rank hold NKSH as of Q1 2026.

Carson Advisory held 10,000 shares of National Bankshares worth $364K as of Q1 2026.
Carson Advisory left its National Bankshares share count unchanged in Q1 2026.
National Bankshares made up 0.19% of Carson Advisory's portfolio in Q1 2026, its #113 holding.
Carson Advisory first reported a position in National Bankshares in Q1 2023 and has held it in 13 quarters since.
92 funds tracked by Wall St. Rank held National Bankshares as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.