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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
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

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's NKSH Position: Q2 2026 in Review

True Wealth Design sold out of National Bankshares (NKSH) in Q2 2026, closing a stake of 1 share — an estimated $37 sold.

True Wealth Design first reported a position in NKSH in Q1 2025 and held it in 5 quarters. The position peaked at $134 in Q1 2025. 19 funds tracked by Wall St. Rank hold NKSH as of Q2 2026.

  • True Wealth Design reported no remaining National Bankshares position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 1 National Bankshares share in Q2 2026, an estimated $37.
  • True Wealth Design first reported a position in National Bankshares in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's National Bankshares position peaked at $134 in Q1 2025.
  • 19 funds tracked by Wall St. Rank held National Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.