Root Financial Partners
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Root Financial Partners’s National Bankshares NKSH Stock Holding History

Root Financial Partners’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 		$126 Buy
+3
New +$121 ﹤0.01% 3607
2026
Q2 		– Sell
-3
Closed -$109 – 2191
2026
Q1 		$109 Buy
+3
New +$109 ﹤0.01% 3264

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Dimensional Fund Advisors
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Partners in Financial Planning
Partners in Financial Planning Salem, Virginia $649M AUM 7.98% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Taylor Hoffman Capital Management
Taylor Hoffman Capital Management Richmond, Virginia $402M AUM 44.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's NKSH Position: Q3 2026 in Review

Root Financial Partners opened a new position in National Bankshares (NKSH) in Q3 2026: 3 shares worth $126. The stake represents ﹤0.01% of the portfolio and ranks #3607 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NKSH as recently as Q1 2026.

Root Financial Partners first reported a position in NKSH in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold NKSH as of Q3 2026.

  • Root Financial Partners held 3 shares of National Bankshares worth $126 as of Q3 2026.
  • National Bankshares was a new Root Financial Partners position in Q3 2026.
  • National Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3607 holding.
  • Root Financial Partners first reported a position in National Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held National Bankshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.