MWM
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Mindset Wealth Management’s National Bankshares NKSH Stock Holding History

Mindset Wealth 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
Q3 		$271K Hold
6,464
– – 0.05% 154
2026
Q2 		$235K Hold
6,464
– – 0.05% 162
2026
Q1 		$235K Hold
6,464
– – 0.06% 153
2025
Q4 		$217K Buy
+6,464
New +$196K 0.06% 165

Other funds holding NKSH

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Mindset Wealth Management's NKSH Position: Q3 2026 in Review

Mindset Wealth Management held its National Bankshares (NKSH) position steady in Q3 2026 at 6,464 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #154.

Mindset Wealth Management first reported a position in NKSH in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold NKSH as of Q3 2026.

  • Mindset Wealth Management held 6,464 shares of National Bankshares worth $271K as of Q3 2026.
  • Mindset Wealth Management left its National Bankshares share count unchanged in Q3 2026.
  • National Bankshares made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Mindset Wealth Management first reported a position in National Bankshares in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held National Bankshares as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.