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Integrated Wealth Concepts’s National Bankshares NKSH Stock Holding History

Integrated Wealth Concepts’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
Q1 		$262K Sell
7,207
-1,976
-22% -$72.1K ﹤0.01% 1938
2025
Q4 		$308K Sell
9,183
-1
-0% -$30 ﹤0.01% 1308
2025
Q3 		$270K Buy
9,184
+27
+0.3% +$798 ﹤0.01% 1685
2025
Q2 		$249K Sell
9,157
-4
-0% -$104 ﹤0.01% 1651
2025
Q1 		$244K Sell
9,161
-8
-0.1% -$225 ﹤0.01% 1520
2024
Q4 		$263K Buy
9,169
+12
+0.1% +$363 ﹤0.01% 1442
2024
Q3 		$274K Hold
9,157
– – ﹤0.01% 1402
2024
Q2 		$259K Hold
9,157
– – ﹤0.01% 1395
2024
Q1 		$306K Hold
9,157
– – ﹤0.01% 1310
2023
Q4 		$296K Hold
9,157
– – ﹤0.01% 1279
2023
Q3 		$229K Hold
9,157
– – ﹤0.01% 1353
2023
Q2 		$267K Hold
9,157
– – ﹤0.01% 1284
2023
Q1 		$288K Hold
9,157
– – 0.01% 1074
2022
Q4 		$369K Buy
9,157
+1,467
+19% +$55.1K 0.01% 746
2022
Q3 		$260K Hold
7,690
– – 0.01% 779
2022
Q2 		$241K Hold
7,690
– – 0.01% 823
2022
Q1 		$286K Hold
7,690
– – 0.01% 760
2021
Q4 		$276K Hold
7,690
– – 0.01% 812
2021
Q3 		$279K Hold
7,690
– – 0.01% 771
2021
Q2 		$269K Buy
+7,690
New +$271K 0.01% 686

Other funds holding NKSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 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

Integrated Wealth Concepts's NKSH Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its National Bankshares (NKSH) stake by 22% in Q1 2026, selling an estimated $72.1K and leaving 7,207 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Integrated Wealth Concepts first reported a position in NKSH in Q2 2021 and has held it in 20 quarters since. The position peaked at $369K in Q4 2022. 92 funds tracked by Wall St. Rank hold NKSH as of Q1 2026.

  • Integrated Wealth Concepts held 7,207 shares of National Bankshares worth $262K as of Q1 2026.
  • Integrated Wealth Concepts sold 1,976 National Bankshares shares in Q1 2026, an estimated $72.1K.
  • National Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1938 holding.
  • Integrated Wealth Concepts first reported a position in National Bankshares in Q2 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's National Bankshares position peaked at $369K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held National Bankshares as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.