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 Q2	$223K	Hold	12,664	–	–	0.02%	166
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

Other funds holding LCNB

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Center for Financial Planning's LCNB Position: Q2 2026 in Review

Center for Financial Planning held its LCNB Corp (LCNB) position steady in Q2 2026 at 12,664 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #166.

Center for Financial Planning first reported a position in LCNB in Q3 2022 and has held it in 16 quarters since. The position peaked at $228K in Q4 2022. 108 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

Center for Financial Planning held 12,664 shares of LCNB Corp worth $223K as of Q2 2026.
Center for Financial Planning left its LCNB Corp share count unchanged in Q2 2026.
LCNB Corp made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #166 holding.
Center for Financial Planning first reported a position in LCNB Corp in Q3 2022 and has held it in 16 quarters since.
Center for Financial Planning's LCNB Corp position peaked at $228K in Q4 2022.
108 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.