LPL Financial
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LPL Financial’s LCNB Corp LCNB Stock Holding History

LPL Financial’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 		$904K Sell
51,389
-1,632
-3% -$27.2K ﹤0.01% 4510
2026
Q1 		$827K Buy
53,021
+25,117
+90% +$421K ﹤0.01% 4344
2025
Q4 		$457K Buy
27,904
+1,167
+4% +$18.4K ﹤0.01% 4791
2025
Q3 		$401K Buy
26,737
+2,181
+9% +$33.7K ﹤0.01% 4811
2025
Q2 		$357K Buy
24,556
+10,995
+81% +$159K ﹤0.01% 4645
2025
Q1 		$201K Buy
+13,561
New +$204K ﹤0.01% 4871

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

LPL Financial's LCNB Position: Q2 2026 in Review

LPL Financial reduced its LCNB Corp (LCNB) stake by 3.1% in Q2 2026, selling an estimated $27.2K and leaving 51,389 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #4510.

LPL Financial first reported a position in LCNB in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

  • LPL Financial held 51,389 shares of LCNB Corp worth $904K as of Q2 2026.
  • LPL Financial sold 1,632 LCNB Corp shares in Q2 2026, an estimated $27.2K.
  • LCNB Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4510 holding.
  • LPL Financial first reported a position in LCNB Corp in Q1 2025 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

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