True Wealth Design’s National Bankshares NKSH Stock Holding History

True Wealth Design’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	$168	Buy	+4	New	+$161	﹤0.01%	2376
2026 Q2	–	Sell	-1	Closed	-$37	–	2811
2026 Q1	$37	Hold	1	–	–	﹤0.01%	2587
2025 Q4	$34	Sell	1 -1	-50%	-$30	﹤0.01%	2452
2025 Q3	$59	Buy	2 +1	+100%	+$30	﹤0.01%	2549
2025 Q2	$28	Sell	1 -4	-80%	-$104	﹤0.01%	2478
2025 Q1	$134	Buy	+5	New	+$140	﹤0.01%	2104

Other funds holding NKSH

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AdviceOne Advisory Services Glastonbury, Connecticut $168M AUM 9.9% 1-Year Est. Return

Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

True Wealth Design's NKSH Position: Q3 2026 in Review

True Wealth Design opened a new position in National Bankshares (NKSH) in Q3 2026: 4 shares worth $168. The stake represents ﹤0.01% of the portfolio and ranks #2376 among its holdings. This is a return to the name: True Wealth Design previously reported a position in NKSH as recently as Q1 2026.

True Wealth Design first reported a position in NKSH in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold NKSH as of Q3 2026.

True Wealth Design held 4 shares of National Bankshares worth $168 as of Q3 2026.
National Bankshares was a new True Wealth Design position in Q3 2026.
National Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2376 holding.
True Wealth Design first reported a position in National Bankshares in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held National Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.