Cerity Partners
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Cerity Partners’s National Bankshares NKSH Stock Holding History

Cerity Partners’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 		$260K Sell
7,150
-20
-0.3% -$730 ﹤0.01% 2709
2025
Q4 		$240K Sell
7,170
-1,957
-21% -$59.3K ﹤0.01% 2532
2025
Q3 		$269K Sell
9,127
-14,841
-62% -$439K ﹤0.01% 2353
2025
Q2 		$652K Sell
23,968
-421
-2% -$10.9K ﹤0.01% 1731
2025
Q1 		$649K Sell
24,389
-529
-2% -$14.9K ﹤0.01% 1627
2024
Q4 		$715K Hold
24,918
– – ﹤0.01% 1572
2024
Q3 		$745K Buy
24,918
+93
+0.4% +$2.76K ﹤0.01% 1553
2024
Q2 		$702K Sell
24,825
-50
-0.2% -$1.48K ﹤0.01% 1386
2024
Q1 		$831K Buy
24,875
+66
+0.3% +$2.13K ﹤0.01% 1358
2023
Q4 		$803K Hold
24,809
– – ﹤0.01% 1064
2023
Q3 		$621K Hold
24,809
– – ﹤0.01% 898
2023
Q2 		$724K Hold
24,809
– – ﹤0.01% 1036
2023
Q1 		$731K Hold
24,809
– – ﹤0.01% 1118
2022
Q4 		$1M Hold
24,809
– – 0.01% 689
2022
Q3 		$838K Hold
24,809
– – 0.01% 553
2022
Q2 		$779K Buy
+24,809
New +$836K 0.01% 611

Other funds holding NKSH

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

Cerity Partners's NKSH Position: Q1 2026 in Review

Cerity Partners reduced its National Bankshares (NKSH) stake by 0.28% in Q1 2026, selling an estimated $730 and leaving 7,150 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Cerity Partners first reported a position in NKSH in Q2 2022 and has held it in 16 quarters since. The position peaked at $1M in Q4 2022. 92 funds tracked by Wall St. Rank hold NKSH as of Q1 2026.

  • Cerity Partners held 7,150 shares of National Bankshares worth $260K as of Q1 2026.
  • Cerity Partners sold 20 National Bankshares shares in Q1 2026, an estimated $730.
  • National Bankshares made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2709 holding.
  • Cerity Partners first reported a position in National Bankshares in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's National Bankshares position peaked at $1M in Q4 2022.
  • 92 funds tracked by Wall St. Rank held National Bankshares as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.