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Coldstream Capital Management’s National Bankshares NKSH Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-39
Closed -$1.04K – 2534
2025
Q1 		$1.04K Buy
+39
New +$1.1K ﹤0.01% 3180

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

Coldstream Capital Management's NKSH Position: Q2 2025 in Review

Coldstream Capital Management sold out of National Bankshares (NKSH) in Q2 2025, closing a stake of 39 shares — an estimated $1.04K sold.

Coldstream Capital Management first reported a position in NKSH in Q1 2025 and held it in 1 quarter. The position peaked at $1.04K in Q1 2025. 75 funds tracked by Wall St. Rank hold NKSH as of Q2 2025.

  • Coldstream Capital Management reported no remaining National Bankshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 39 National Bankshares shares in Q2 2025, an estimated $1.04K.
  • Coldstream Capital Management first reported a position in National Bankshares in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's National Bankshares position peaked at $1.04K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held National Bankshares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.