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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
Q2 		$779K Hold
21,431
– – 0.12% 68
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
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

Partners in Financial Planning's NKSH Position: Q2 2026 in Review

Partners in Financial Planning held its National Bankshares (NKSH) position steady in Q2 2026 at 21,431 shares worth $779K. The position accounts for 0.12% of the portfolio, ranked #68.

Partners in Financial Planning first reported a position in NKSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $780K in Q1 2026. 96 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

  • Partners in Financial Planning held 21,431 shares of National Bankshares worth $779K as of Q2 2026.
  • Partners in Financial Planning left its National Bankshares share count unchanged in Q2 2026.
  • National Bankshares made up 0.12% of Partners in Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Partners in Financial Planning first reported a position in National Bankshares in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's National Bankshares position peaked at $780K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.