EverSource Wealth Advisors’s National Bankshares NKSH Stock Holding History

EverSource Wealth 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
2026 Q2	$727	Buy	20 +5	+33%	+$180	﹤0.01%	4056
2026 Q1	$546	Buy	15 +4	+36%	+$146	﹤0.01%	4048
2025 Q4	$369	Buy	11 +4	+57%	+$121	﹤0.01%	3932
2025 Q3	$206	Buy	7 +4	+133%	+$118	﹤0.01%	4108
2025 Q2	$82	Buy	3 +1	+50%	+$26	﹤0.01%	4151
2025 Q1	$53	Buy	+2	New	+$56	﹤0.01%	3895

Other funds holding NKSH

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

MAM

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

AAS

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

PFSRSONJ

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

BWL

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

FFA

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

EverSource Wealth Advisors's NKSH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its National Bankshares (NKSH) stake by 33% in Q2 2026, buying an estimated $180 and bringing the position to 20 shares worth $727. The position accounts for ﹤0.01% of the portfolio, ranked #4056.

EverSource Wealth Advisors first reported a position in NKSH in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

EverSource Wealth Advisors held 20 shares of National Bankshares worth $727 as of Q2 2026.
EverSource Wealth Advisors bought 5 National Bankshares shares in Q2 2026, an estimated $180.
National Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4056 holding.
EverSource Wealth Advisors first reported a position in National Bankshares in Q1 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.