Position in NKSH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$778,588
-$1,714 QoQ
Shares Held
21,431
0.0% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#19
of 95 holders
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, 2026Partners in Financial Planning holds $2,536,015 across 5 Banks - Regional names. NKSH ranks #2 (30.7% of the industry book) .
All Filings in NKSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,588 | 21,431 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $780,302 | 21,431 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $718,581 | 21,431 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $630,928 | 21,431 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $435,499 | 16,011 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $388,265 | 14,580 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $418,591 | 14,580 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $435,942 | 14,580 | Shares | Sole | 2025-02-26 | |
| 2024-06-30 | $405,874 | 14,352 | Shares | Sole | 2025-02-26 | |
| 2024-03-31 | $497,207 | 14,882 | Shares | Sole | 2025-02-26 | |
| 2023-12-31 | $481,432 | 14,882 | Shares | Sole | 2025-02-26 | |
| 2023-09-30 | $372,645 | 14,882 | Shares | Sole | 2025-03-04 | |
| 2023-06-30 | $434,405 | 14,882 | Shares | Sole | 2025-02-26 | |
| 2023-03-31 | $427,289 | 13,582 | Shares | Sole | 2025-02-26 | |
| 2022-12-31 | $529,219 | 13,132 | Shares | Sole | 2025-05-05 | |
| 2022-09-30 | $436,314 | 12,924 | Shares | Sole | 2025-05-05 | |
| 2022-06-30 | $405,813 | 12,924 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $472,588 | 12,704 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $455,311 | 12,704 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $428,131 | 11,791 | Shares | Sole | 2025-05-05 | |
| 2021-06-30 | $412,802 | 11,791 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||