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Clearstead Advisors’s National Bankshares NKSH Stock Holding History

Clearstead 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
-2
Closed -$59 – 3086
2025
Q3 		$59 Buy
+2
New +$59 ﹤0.01% 2968

Other funds holding NKSH

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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

Clearstead Advisors's NKSH Position: Q4 2025 in Review

Clearstead Advisors sold out of National Bankshares (NKSH) in Q4 2025, closing a stake of 2 shares — an estimated $59 sold.

Clearstead Advisors first reported a position in NKSH in Q3 2025 and held it in 1 quarter. The position peaked at $59 in Q3 2025. 81 funds tracked by Wall St. Rank hold NKSH as of Q4 2025.

  • Clearstead Advisors reported no remaining National Bankshares position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 2 National Bankshares shares in Q4 2025, an estimated $59.
  • Clearstead Advisors first reported a position in National Bankshares in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's National Bankshares position peaked at $59 in Q3 2025.
  • 81 funds tracked by Wall St. Rank held National Bankshares as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.