Partners in Financial Planning’s National Bankshares NKSH Stock Holding History

Partners in Financial Planning’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	$780K	Hold	21,431	–	–	0.13%	63
2025 Q4	$719K	Hold	21,431	–	–	0.12%	61
2025 Q3	$631K	Buy	21,431 +5,420	+34%	+$160K	0.11%	62
2025 Q2	$435K	Buy	16,011 +1,431	+10%	+$37.2K	0.08%	74
2025 Q1	$388K	Hold	14,580	–	–	0.08%	74
2024 Q4	$419K	Hold	14,580	–	–	0.09%	73
2024 Q3	$436K	Buy	14,580 +228	+2%	+$6.76K	0.09%	71
2024 Q2	$406K	Sell	14,352 -530	-4%	-$15.7K	0.09%	71
2024 Q1	$497K	Hold	14,882	–	–	0.11%	63
2023 Q4	$481K	Hold	14,882	–	–	0.11%	63
2023 Q3	$373K	Hold	14,882	–	–	0.1%	69
2023 Q2	$434K	Buy	14,882 +1,300	+10%	+$38.7K	0.11%	63
2023 Q1	$427K	Buy	13,582 +450	+3%	+$17.8K	0.11%	63
2022 Q4	$525K	Buy	13,132 +208	+2%	+$7.81K	0.15%	57
2022 Q3	$500K	Hold	12,924	–	–	0.14%	55
2022 Q2	$440K	Buy	12,924 +220	+2%	+$7.41K	0.14%	59
2022 Q1	$447K	Hold	12,704	–	–	0.14%	54
2021 Q4	$464K	Buy	12,704 +913	+8%	+$33.7K	0.14%	53
2021 Q3	$428K	Hold	11,791	–	–	0.13%	54
2021 Q2	$413K	Buy	+11,791	New	+$416K	0.13%	56

Other funds holding NKSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Partners in Financial Planning's NKSH Position: Q1 2026 in Review

Partners in Financial Planning held its National Bankshares (NKSH) position steady in Q1 2026 at 21,431 shares worth $780K. The position accounts for 0.13% of the portfolio, ranked #63.

Partners in Financial Planning first reported a position in NKSH in Q2 2021 and has held it in 20 quarters since. 92 funds tracked by Wall St. Rank hold NKSH as of Q1 2026.

Partners in Financial Planning held 21,431 shares of National Bankshares worth $780K as of Q1 2026.
Partners in Financial Planning left its National Bankshares share count unchanged in Q1 2026.
National Bankshares made up 0.13% of Partners in Financial Planning's portfolio in Q1 2026, its #63 holding.
Partners in Financial Planning first reported a position in National Bankshares in Q2 2021 and has held it in 20 quarters since.
92 funds tracked by Wall St. Rank held National Bankshares as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.