Position in NKSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$72,732
-$160 QoQ
Shares Held
2,002
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 95 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NKSH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $31,172,561 across 47 Banks - Regional names. NKSH ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
66,623 | $16,403,915 | |
| 2 | TFC |
Truist Financial Corp
|
271,399 | $13,521,098 | |
| 3 | RF |
Regions Financial Corp
|
13,346 | $403,049 | |
| 4 | USB |
US Bancorp De
|
4,289 | $259,055 | |
| 5 | KEY |
Keycorp /New/
|
6,823 | $157,270 | |
| 6 | NKSH |
National Bankshares Inc
This page
|
2,002 | $72,732 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
574 | $39,715 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
776 | $35,564 |
All Filings in NKSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,732 | 2,002 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $72,892 | 2,002 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $67,127 | 2,002 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $58,938 | 2,002 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $54,454 | 2,002 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $53,313 | 2,002 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $57,477 | 2,002 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $59,859 | 2,002 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $62,272 | 2,202 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $73,568 | 2,202 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $71,234 | 2,202 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $55,138 | 2,202 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $75,952 | 2,602 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $31,460 | 1,000 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $40,300 | 1,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $33,760 | 1,000 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $31,400 | 1,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $37,200 | 1,000 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $35,840 | 1,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $36,310 | 1,000 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $35,010 | 1,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $35,510 | 1,000 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $31,310 | 1,000 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $25,330 | 1,000 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $28,600 | 1,000 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||