Covestor’s LCNB Corp LCNB Stock Holding History

Covestor’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	$0	Sell	9 -60	-87%	-$1K	﹤0.01%	2559
2025 Q4	$1K	Buy	69 +19	+38%	+$299	﹤0.01%	2099
2025 Q3	$1K	Buy	50 +49	+4,900%	+$756	﹤0.01%	2113
2025 Q2	$0	Sell	1 -3	-75%	-$44	﹤0.01%	2497
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2499
2024 Q4	$0	Buy	4 +2	+100%	+$32	﹤0.01%	2511
2024 Q3	$0	Sell	2 -8	-80%	-$118	﹤0.01%	2495
2024 Q2	$0	Sell	10 -56	-85%	-$803	﹤0.01%	2514
2024 Q1	$1K	Sell	66 -7	-10%	-$104	﹤0.01%	2015
2023 Q4	$1K	Buy	73 +11	+18%	+$162	﹤0.01%	1994
2023 Q3	$1K	Buy	+62	New	+$968	﹤0.01%	1958

Other funds holding LCNB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return