Curated Wealth Partners’s National Bankshares NKSH Stock Holding History

Curated Wealth 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 Q2	$455K	Buy	+3,838	New	+$138K	0.06%	299

Other funds holding NKSH

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Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Curated Wealth Partners's NKSH Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in National Bankshares (NKSH) in Q2 2026: 3,838 shares worth $455K. The stake represents 0.06% of the portfolio and ranks #299 among its holdings.

16 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

Curated Wealth Partners held 3,838 shares of National Bankshares worth $455K as of Q2 2026.
National Bankshares was a new Curated Wealth Partners position in Q2 2026.
National Bankshares made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #299 holding.
16 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.