EverSource Wealth Advisors’s LCNB Corp LCNB Stock Holding History

EverSource Wealth 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 Q2	$1.25K	Buy	71 +5	+8%	+$83	﹤0.01%	3891
2026 Q1	$1.03K	Buy	66 +19	+40%	+$318	﹤0.01%	3850
2025 Q4	$771	Sell	47 -1	-2%	-$16	﹤0.01%	3777
2025 Q3	$720	Buy	48 +38	+380%	+$587	﹤0.01%	3846
2025 Q2	$145	Buy	10 +9	+900%	+$131	﹤0.01%	4083
2025 Q1	$15	Buy	+1	New	+$15	﹤0.01%	3982

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

EverSource Wealth Advisors's LCNB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its LCNB Corp (LCNB) stake by 7.6% in Q2 2026, buying an estimated $83 and bringing the position to 71 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3891.

EverSource Wealth Advisors first reported a position in LCNB in Q1 2025 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

EverSource Wealth Advisors held 71 shares of LCNB Corp worth $1.25K as of Q2 2026.
EverSource Wealth Advisors bought 5 LCNB Corp shares in Q2 2026, an estimated $83.
LCNB Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3891 holding.
EverSource Wealth Advisors first reported a position in LCNB Corp in Q1 2025 and has held it in 6 quarters since.
108 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.