Essential Partners’s National Bankshares NKSH Stock Holding History

Essential 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 Q3	$1.01K	Buy	24 +3	+14%	+$121	﹤0.01%	2182
2026 Q2	$763	Sell	21 -20	-49%	-$721	﹤0.01%	2352
2026 Q1	$1.49K	Hold	41	–	–	﹤0.01%	2104
2025 Q4	$1.38K	Sell	41 -39	-49%	-$1.18K	﹤0.01%	1926
2025 Q3	$2.36K	Buy	80 +75	+1,500%	+$2.22K	﹤0.01%	1740
2025 Q2	$136	Buy	+5	New	+$130	﹤0.01%	2027

Other funds holding NKSH

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return

MWM

Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's NKSH Position: Q3 2026 in Review

Essential Partners increased its National Bankshares (NKSH) stake by 14% in Q3 2026, buying an estimated $121 and bringing the position to 24 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Essential Partners first reported a position in NKSH in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.36K in Q3 2025. 14 funds tracked by Wall St. Rank hold NKSH as of Q3 2026.

Essential Partners held 24 shares of National Bankshares worth $1.01K as of Q3 2026.
Essential Partners bought 3 National Bankshares shares in Q3 2026, an estimated $121.
National Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2182 holding.
Essential Partners first reported a position in National Bankshares in Q2 2025 and has held it in 6 quarters since.
Essential Partners's National Bankshares position peaked at $2.36K in Q3 2025.
14 funds tracked by Wall St. Rank held National Bankshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.