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Allworth Financial’s LCNB Corp LCNB Stock Holding History

Allworth Financial’s Portfolio LCNB Stock Details LCNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
6,641
+27
+0.4% +$452 ﹤0.01% 1816
2025
Q4 		$108K Sell
6,614
-1
-0% -$16 ﹤0.01% 1702
2025
Q3 		$99.2K Buy
6,615
+42
+0.6% +$648 ﹤0.01% 1699
2025
Q2 		$95.5K Buy
6,573
+3
+0% +$44 ﹤0.01% 1569
2025
Q1 		$94.7K Buy
6,570
+3,285
+100% +$49.4K ﹤0.01% 1257
2024
Q4 		$49.4K Hold
3,285
– – ﹤0.01% 1577
2024
Q3 		$49.5K Buy
+3,285
New +$48.5K ﹤0.01% 1412
2020
Q4 		– Sell
-5,375
Closed -$73K – 1396
2020
Q3 		$73K Buy
5,375
+1,065
+25% +$15.2K ﹤0.01% 371
2020
Q2 		$69K Buy
+4,310
New +$59.4K ﹤0.01% 370

Other funds holding LCNB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return