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Kestra Advisory Services’s LCNB Corp LCNB Stock Holding History

Kestra Advisory Services’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 		$294K Sell
16,733
-12,421
-43% -$207K ﹤0.01% 2792
2026
Q1 		$455K Buy
+29,154
New +$488K ﹤0.01% 2296

Other funds holding LCNB

SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
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

Kestra Advisory Services's LCNB Position: Q2 2026 in Review

Kestra Advisory Services reduced its LCNB Corp (LCNB) stake by 43% in Q2 2026, selling an estimated $207K and leaving 16,733 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Kestra Advisory Services first reported a position in LCNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $455K in Q1 2026. 108 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

  • Kestra Advisory Services held 16,733 shares of LCNB Corp worth $294K as of Q2 2026.
  • Kestra Advisory Services sold 12,421 LCNB Corp shares in Q2 2026, an estimated $207K.
  • LCNB Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2792 holding.
  • Kestra Advisory Services first reported a position in LCNB Corp in Q1 2026 and has held it in 2 quarters since.
  • Kestra Advisory Services's LCNB Corp position peaked at $455K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.