Cornerstone Advisory’s LCNB Corp LCNB Stock Holding History

Cornerstone Advisory’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	$369K	Buy	21,001 +1	+0%	+$17	0.03%	199
2026 Q1	$327K	Hold	21,000	–	–	0.03%	202
2025 Q4	$344K	Hold	21,000	–	–	0.03%	186
2025 Q3	$315K	Hold	21,000	–	–	0.03%	185
2025 Q2	$305K	Hold	21,000	–	–	0.03%	182
2025 Q1	$307K	Sell	21,000 -2,000	-9%	-$30K	0.04%	179
2024 Q4	$355K	Hold	23,000	–	–	0.04%	171
2024 Q3	$347K	Sell	23,000 -1,500	-6%	-$22.1K	0.05%	166
2024 Q2	$341K	Hold	24,500	–	–	0.05%	154
2024 Q1	$391K	Hold	24,500	–	–	0.06%	161
2023 Q4	$386K	Hold	24,500	–	–	0.06%	158
2023 Q3	$350K	Hold	24,500	–	–	0.06%	156
2023 Q2	$362K	Hold	24,500	–	–	0.06%	157
2023 Q1	$400K	Hold	24,500	–	–	0.07%	147
2022 Q4	$441K	Sell	24,500 -2,000	-8%	-$34.9K	0.09%	131
2022 Q3	$420K	Hold	26,500	–	–	0.09%	124
2022 Q2	$396K	Sell	26,500 -31,500	-54%	-$510K	0.09%	131
2022 Q1	$1.02M	Hold	58,000	–	–	0.16%	107
2021 Q4	$1.13M	Sell	58,000 -12,000	-17%	-$222K	0.16%	91
2021 Q3	$1.22M	Hold	70,000	–	–	0.2%	87
2021 Q2	$1.15M	Hold	70,000	–	–	0.19%	87
2021 Q1	$1.23M	Hold	70,000	–	–	0.23%	81
2020 Q4	$1.03M	Hold	70,000	–	–	0.21%	91
2020 Q3	$956K	Hold	70,000	–	–	0.22%	86
2020 Q2	$1.12M	Buy	70,000 +35,000	+100%	+$482K	0.29%	64
2020 Q1	$441K	Hold	35,000	–	–	0.13%	98
2019 Q4	$676K	Hold	35,000	–	–	0.14%	93
2019 Q3	$621K	Hold	35,000	–	–	0.13%	92
2019 Q2	$665K	Sell	35,000 -14,600	-29%	-$250K	0.14%	90
2019 Q1	$851K	Buy	+49,600	New	+$824K	0.19%	80

Other funds holding LCNB

RDFA

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

JIC

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Cornerstone Advisory's LCNB Position: Q2 2026 in Review

Cornerstone Advisory increased its LCNB Corp (LCNB) stake by 0% in Q2 2026, buying an estimated $17 and bringing the position to 21,001 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #199.

Cornerstone Advisory first reported a position in LCNB in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.23M in Q1 2021. 22 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

Cornerstone Advisory held 21,001 shares of LCNB Corp worth $369K as of Q2 2026.
Cornerstone Advisory bought 1 LCNB Corp share in Q2 2026, an estimated $17.
LCNB Corp made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #199 holding.
Cornerstone Advisory first reported a position in LCNB Corp in Q1 2019 and has held it in 30 quarters since.
Cornerstone Advisory's LCNB Corp position peaked at $1.23M in Q1 2021.
22 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.