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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
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

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

Mindset Wealth Management's NKSH Position: Q2 2026 in Review

Mindset Wealth Management held its National Bankshares (NKSH) position steady in Q2 2026 at 6,464 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #162.

Mindset Wealth Management first reported a position in NKSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q1 2026. 96 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

  • Mindset Wealth Management held 6,464 shares of National Bankshares worth $235K as of Q2 2026.
  • Mindset Wealth Management left its National Bankshares share count unchanged in Q2 2026.
  • National Bankshares made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Mindset Wealth Management first reported a position in National Bankshares in Q4 2025 and has held it in 3 quarters since.
  • Mindset Wealth Management's National Bankshares position peaked at $235K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.