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Rothschild Investment LLC’s National Bankshares NKSH Stock Holding History

Rothschild Investment LLC’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 		$581 Buy
+16
New +$577 ﹤0.01% 3231

Other funds holding NKSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
MWM
Mindset Wealth Management Indianapolis, Indiana $519M AUM 46.03% 1-Year Est. Return

Rothschild Investment LLC's NKSH Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in National Bankshares (NKSH) in Q2 2026: 16 shares worth $581. The stake represents ﹤0.01% of the portfolio and ranks #3231 among its holdings.

33 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

  • Rothschild Investment LLC held 16 shares of National Bankshares worth $581 as of Q2 2026.
  • National Bankshares was a new Rothschild Investment LLC position in Q2 2026.
  • National Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3231 holding.
  • 33 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.