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
Q1 		$235K Hold
6,464
– – 0.06% 153
2025
Q4 		$217K Buy
+6,464
New +$196K 0.06% 165

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

Mindset Wealth Management's NKSH Position: Q1 2026 in Review

Mindset Wealth Management held its National Bankshares (NKSH) position steady in Q1 2026 at 6,464 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #153.

Mindset Wealth Management first reported a position in NKSH in Q4 2025 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold NKSH as of Q1 2026.

  • Mindset Wealth Management held 6,464 shares of National Bankshares worth $235K as of Q1 2026.
  • Mindset Wealth Management left its National Bankshares share count unchanged in Q1 2026.
  • National Bankshares made up 0.06% of Mindset Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Mindset Wealth Management first reported a position in National Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held National Bankshares as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.