LCNB Corp’s Wells Fargo WFC Stock Holding History

LCNB Corp’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,207	Closed	-$206K	–	190
2025 Q4	$206K	Buy	+2,207	New	+$192K	0.07%	186
2020 Q1	–	Sell	-6,719	Closed	-$361K	–	152
2019 Q4	$361K	Sell	6,719 -60	-0.9%	-$3.14K	0.22%	104
2019 Q3	$342K	Sell	6,779 -163	-2%	-$7.68K	0.22%	108
2019 Q2	$328K	Sell	6,942 -3	-0%	-$140	0.23%	104
2019 Q1	$336K	Sell	6,945 -650	-9%	-$32K	0.24%	98
2018 Q4	$350K	Hold	7,595	–	–	0.29%	89
2018 Q3	$399K	Sell	7,595 -250	-3%	-$14.3K	0.28%	90
2018 Q2	$435K	Sell	7,845 -3,983	-34%	-$213K	0.39%	69
2018 Q1	$620K	Sell	11,828 -1,260	-10%	-$74.8K	0.56%	51
2017 Q4	$794K	Sell	13,088 -804	-6%	-$45.4K	0.7%	39
2017 Q3	$766K	Sell	13,892 -664	-5%	-$35.3K	0.72%	37
2017 Q2	$807K	Sell	14,556 -298	-2%	-$16K	0.79%	36
2017 Q1	$826K	Sell	14,854 -483	-3%	-$27.4K	0.79%	36
2016 Q4	$845K	Buy	+15,337	New	+$771K	0.83%	32

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCNB Corp's WFC Position: Q1 2026 in Review

LCNB Corp sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,207 shares — an estimated $206K sold.

LCNB Corp first reported a position in WFC in Q4 2016 and held it in 14 quarters. The position peaked at $845K in Q4 2016. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

LCNB Corp reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
LCNB Corp sold 2,207 Wells Fargo shares in Q1 2026, an estimated $206K.
LCNB Corp first reported a position in Wells Fargo in Q4 2016 and held it in 14 quarters.
LCNB Corp's Wells Fargo position peaked at $845K in Q4 2016.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.