Clearstead Advisors’s LCNB Corp LCNB Stock Holding History

Clearstead Advisors’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	–	Sell	-1	Closed	-$17	–	2588
2025 Q4	$17	Sell	1 -8	-89%	-$126	﹤0.01%	2700
2025 Q3	$135	Buy	+9	New	+$139	﹤0.01%	2902

Other funds holding LCNB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RDFA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Clearstead Advisors's LCNB Position: Q1 2026 in Review

Clearstead Advisors sold out of LCNB Corp (LCNB) in Q1 2026, closing a stake of 1 share — an estimated $17 sold.

Clearstead Advisors first reported a position in LCNB in Q3 2025 and held it in 2 quarters. The position peaked at $135 in Q3 2025. 109 funds tracked by Wall St. Rank hold LCNB as of Q1 2026.

Clearstead Advisors reported no remaining LCNB Corp position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 1 LCNB Corp share in Q1 2026, an estimated $17.
Clearstead Advisors first reported a position in LCNB Corp in Q3 2025 and held it in 2 quarters.
Clearstead Advisors's LCNB Corp position peaked at $135 in Q3 2025.
109 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.