IWC
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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
Q2 		$262K Buy
7,219
+12
+0.2% +$433 ﹤0.01% 2062
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Integrated Wealth Concepts's NKSH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its National Bankshares (NKSH) stake by 0.17% in Q2 2026, buying an estimated $433 and bringing the position to 7,219 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Integrated Wealth Concepts first reported a position in NKSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $369K in Q4 2022. 96 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

  • Integrated Wealth Concepts held 7,219 shares of National Bankshares worth $262K as of Q2 2026.
  • Integrated Wealth Concepts bought 12 National Bankshares shares in Q2 2026, an estimated $433.
  • National Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2062 holding.
  • Integrated Wealth Concepts first reported a position in National Bankshares in Q2 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's National Bankshares position peaked at $369K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.