CFFP
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Center for Financial Planning’s LCNB Corp LCNB Stock Holding History

Center for Financial Planning’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 		$197K Hold
12,664
– – 0.02% 175
2025
Q4 		$208K Hold
12,664
– – 0.02% 171
2025
Q3 		$190K Hold
12,664
– – 0.02% 174
2025
Q2 		$184K Hold
12,664
– – 0.02% 172
2025
Q1 		$187K Hold
12,664
– – 0.02% 159
2024
Q4 		$192K Hold
12,664
– – 0.03% 157
2024
Q3 		$191K Hold
12,664
– – 0.03% 154
2024
Q2 		$176K Hold
12,664
– – 0.03% 154
2024
Q1 		$202K Hold
12,664
– – 0.03% 148
2023
Q4 		$200K Hold
12,664
– – 0.04% 140
2023
Q3 		$181K Hold
12,664
– – 0.04% 137
2023
Q2 		$187K Hold
12,664
– – 0.04% 136
2023
Q1 		$207K Hold
12,664
– – 0.05% 129
2022
Q4 		$228K Hold
12,664
– – 0.06% 124
2022
Q3 		$201K Buy
+12,664
New +$196K 0.05% 118

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VCM
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RDFA
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LC
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Geode Capital Management
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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