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Cascade Wealth Advisors’s National Bankshares NKSH Stock Holding History

Cascade Wealth Advisors’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
Q4 		– Sell
-6,679
Closed -$200K – 60
2025
Q3 		$200K Buy
+6,679
New +$197K 0.1% 60
2025
Q1 		– Sell
-9,679
Closed -$278K – 48
2024
Q4 		$278K Sell
9,679
-1,000
-9% -$30.2K 0.19% 40
2024
Q3 		$319K Hold
10,679
– – 0.23% 40
2024
Q2 		$341K Hold
10,679
– – 0.25% 40
2024
Q1 		$310K Buy
+10,679
New +$344K 0.26% 43

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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Cascade Wealth Advisors's NKSH Position: Q4 2025 in Review

Cascade Wealth Advisors sold out of National Bankshares (NKSH) in Q4 2025, closing a stake of 6,679 shares — an estimated $200K sold.

Cascade Wealth Advisors first reported a position in NKSH in Q1 2024 and held it in 5 quarters. The position peaked at $341K in Q2 2024. 81 funds tracked by Wall St. Rank hold NKSH as of Q4 2025.

  • Cascade Wealth Advisors reported no remaining National Bankshares position as of Q4 2025 after selling out during the quarter.
  • Cascade Wealth Advisors sold 6,679 National Bankshares shares in Q4 2025, an estimated $200K.
  • Cascade Wealth Advisors first reported a position in National Bankshares in Q1 2024 and held it in 5 quarters.
  • Cascade Wealth Advisors's National Bankshares position peaked at $341K in Q2 2024.
  • 81 funds tracked by Wall St. Rank held National Bankshares as of Q4 2025.

Based on Cascade Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.