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Essential Partners’s LCNB Corp LCNB Stock Holding History

Essential Partners’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
Q3 		$1.2K Sell
65
-12
-16% -$230 ﹤0.01% 2118
2026
Q2 		$1.35K Sell
77
-16
-17% -$267 ﹤0.01% 2112
2026
Q1 		$1.45K Sell
93
-47
-34% -$787 ﹤0.01% 2114
2025
Q4 		$2.29K Sell
140
-44
-24% -$692 ﹤0.01% 1754
2025
Q3 		$2.76K Buy
184
+175
+1,944% +$2.7K ﹤0.01% 1677
2025
Q2 		$131 Buy
+9
New +$131 ﹤0.01% 2030

Other funds holding LCNB

BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's LCNB Position: Q3 2026 in Review

Essential Partners reduced its LCNB Corp (LCNB) stake by 16% in Q3 2026, selling an estimated $230 and leaving 65 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Essential Partners first reported a position in LCNB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.76K in Q3 2025. 7 funds tracked by Wall St. Rank hold LCNB as of Q3 2026.

  • Essential Partners held 65 shares of LCNB Corp worth $1.2K as of Q3 2026.
  • Essential Partners sold 12 LCNB Corp shares in Q3 2026, an estimated $230.
  • LCNB Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2118 holding.
  • Essential Partners first reported a position in LCNB Corp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's LCNB Corp position peaked at $2.76K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.