Position in NKSH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$233,311
-$514 QoQ
Shares Held
6,422
0.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#45
of 95 holders
Holding Since
Mar 2022
15 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, 2026Marotta Asset Management holds $1,594,293 across 2 Banks - Regional names. NKSH ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
27,318 | $1,360,982 | |
| 2 | NKSH |
National Bankshares Inc
This page
|
6,422 | $233,311 |
All Filings in NKSH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,311 | 6,422 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $233,825 | 6,422 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $215,329 | 6,422 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $404,962 | 15,207 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $436,592 | 15,207 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $454,689 | 15,207 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $430,053 | 15,207 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $508,065 | 15,207 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $491,946 | 15,207 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $380,783 | 15,207 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $443,892 | 15,207 | Shares | Sole | 2023-07-05 | |
| 2022-12-31 | $612,842 | 15,207 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $513,388 | 15,207 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $477,499 | 15,207 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $565,700 | 15,207 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||