Marotta Asset Management’s National Bankshares NKSH Stock Holding History

Marotta Asset Management’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	$239K	Hold	6,422	–	–	0.04%	96
2026 Q1	$233K	Hold	6,422	–	–	0.04%	97
2025 Q4	$215K	Buy	+6,422	New	+$194K	0.04%	99
2025 Q2	–	Sell	-15,207	Closed	-$455K	–	112
2025 Q1	$455K	Hold	15,207	–	–	0.09%	78
2024 Q4	$425K	Hold	15,207	–	–	0.09%	77
2024 Q3	$455K	Hold	15,207	–	–	0.09%	78
2024 Q2	$443K	Hold	15,207	–	–	0.09%	73
2024 Q1	$508K	Hold	15,207	–	–	0.11%	69
2023 Q4	$492K	Hold	15,207	–	–	0.11%	68
2023 Q3	$381K	Hold	15,207	–	–	0.09%	74
2023 Q2	$444K	Buy	+15,207	New	+$453K	0.1%	70
2022 Q4	$613K	Hold	15,207	–	–	0.15%	63
2022 Q3	$513K	Hold	15,207	–	–	0.13%	61
2022 Q2	$491K	Hold	15,207	–	–	0.12%	69
2022 Q1	$566K	Buy	+15,207	New	+$555K	0.13%	67

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

AAS

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

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

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

SWM

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

Marotta Asset Management's NKSH Position: Q2 2026 in Review

Marotta Asset Management held its National Bankshares (NKSH) position steady in Q2 2026 at 6,422 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #96.

Marotta Asset Management first reported a position in NKSH in Q1 2022 and has held it in 15 quarters since. The position peaked at $613K in Q4 2022. 16 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

Marotta Asset Management held 6,422 shares of National Bankshares worth $239K as of Q2 2026.
Marotta Asset Management left its National Bankshares share count unchanged in Q2 2026.
National Bankshares made up 0.04% of Marotta Asset Management's portfolio in Q2 2026, its #96 holding.
Marotta Asset Management first reported a position in National Bankshares in Q1 2022 and has held it in 15 quarters since.
Marotta Asset Management's National Bankshares position peaked at $613K in Q4 2022.
16 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.