Kapstone Financial Advisors’s LCNB Corp LCNB Stock Holding History

Kapstone Financial 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	$1.51M	Sell	85,667 -400	-0.5%	-$6.66K	0.63%	31
2026 Q1	$1.34M	Hold	86,067	–	–	0.66%	30
2025 Q4	$1.41M	Sell	86,067 -2,869	-3%	-$45.1K	0.7%	29
2025 Q3	$1.33M	Sell	88,936 -500	-0.6%	-$7.72K	0.63%	27
2025 Q2	$1.3M	Sell	89,436 -2,069	-2%	-$30K	0.65%	25
2025 Q1	$1.35M	Buy	91,505 +4,598	+5%	+$69.1K	0.77%	25
2024 Q4	$1.34M	Hold	86,907	–	–	0.71%	25
2024 Q3	$1.31M	Sell	86,907 -1,500	-2%	-$22.1K	0.79%	25
2024 Q2	$1.23M	Sell	88,407 -1,350	-2%	-$19.4K	0.81%	27
2024 Q1	$1.43M	Buy	89,757 +30	+0%	+$444	0.97%	23
2023 Q4	$1.38M	Sell	89,727 -1,000	-1%	-$14.7K	1.08%	19
2023 Q3	$1.29M	Sell	90,727 -3,800	-4%	-$59.3K	1.17%	18
2023 Q2	$1.65M	Hold	94,527	–	–	1.37%	14
2023 Q1	$1.63M	Hold	94,527	–	–	1.47%	14
2022 Q4	$1.77M	Buy	+94,527	New	+$1.65M	1.61%	13

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

Kapstone Financial Advisors's LCNB Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its LCNB Corp (LCNB) stake by 0.46% in Q2 2026, selling an estimated $6.66K and leaving 85,667 shares worth $1.51M. The position accounts for 0.63% of the portfolio, ranked #31.

Kapstone Financial Advisors first reported a position in LCNB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q4 2022. 108 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

Kapstone Financial Advisors held 85,667 shares of LCNB Corp worth $1.51M as of Q2 2026.
Kapstone Financial Advisors sold 400 LCNB Corp shares in Q2 2026, an estimated $6.66K.
LCNB Corp made up 0.63% of Kapstone Financial Advisors's portfolio in Q2 2026, its #31 holding.
Kapstone Financial Advisors first reported a position in LCNB Corp in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's LCNB Corp position peaked at $1.77M in Q4 2022.
108 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.