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Equibles

Integrated Wealth Concepts LLC

Position in NKSH — National Bankshares Inc

CIK 1737109 WALTHAM, MA
Back to NKSH Full portfolio

Position in NKSH

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$262,266
-$140 QoQ
Shares Held
7,219
+0.2% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NKSH Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $51,812,735 across 47 Banks - Regional names. NKSH ranks #40 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 22,140 $5,451,310
2 USB
US Bancorp De
 72,377 $4,371,570
3 OZK
Bank OZK
 82,416 $4,293,049
4 STBA
S&T Bancorp Inc
 84,805 $4,162,229
5 CFG
Citizens Financial Group Inc/Ri
 49,340 $3,457,253
6 TFC
Truist Financial Corp
 49,393 $2,460,759
7 HBAN
Huntington Bancshares Inc /Md/
 114,363 $2,027,655
8 FITB
Fifth Third Bancorp
 33,235 $1,873,456

All Filings in NKSH

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $262,266 7,219
2026-03-31 $262,406 7,207
2025-12-31 $307,905 9,183
2025-09-30 $270,376 9,184
2025-06-30 $249,070 9,157
2025-03-31 $243,957 9,161
2024-12-31 $263,241 9,169
2024-09-30 $273,794 9,157
2024-06-30 $258,959 9,157
2024-03-31 $305,935 9,157
2023-12-31 $296,228 9,157
2023-09-30 $229,291 9,157
2023-06-30 $267,292 9,157
2023-03-31 $288,079 9,157
2022-12-31 $369,027 9,157
2022-09-30 $259,614 7,690
2022-06-30 $241,466 7,690
2022-03-31 $286,068 7,690
2021-12-31 $275,609 7,690
2021-09-30 $279,223 7,690
2021-06-30 $269,226 7,690