Ritter Daniher Financial Advisory’s LCNB Corp LCNB Stock Holding History

Ritter Daniher Financial Advisory’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	$9.57M	Sell	543,927 -1,000	-0.2%	-$16.7K	1.46%	14
2026 Q1	$8.5M	Sell	544,927 -300	-0.1%	-$5.03K	1.44%	14
2025 Q4	$8.94M	Hold	545,227	–	–	1.5%	14
2025 Q3	$8.17M	Sell	545,227 -22,500	-4%	-$347K	1.44%	15
2025 Q2	$8.25M	Buy	567,727 +8,568	+2%	+$124K	2.03%	12
2025 Q1	$8.27M	Hold	559,159	–	–	2.26%	12
2024 Q4	$8.46M	Hold	559,159	–	–	2.39%	12
2024 Q3	$8.43M	Sell	559,159 -2,200	-0.4%	-$32.5K	2.45%	11
2024 Q2	$7.81M	Hold	561,359	–	–	2.49%	11
2024 Q1	$8.95M	Hold	561,359	–	–	2.96%	8
2023 Q4	$8.85M	Hold	561,359	–	–	3.28%	8
2023 Q3	$8.01M	Hold	561,359	–	–	3.38%	8
2023 Q2	$8.29M	Hold	561,359	–	–	3.43%	8
2023 Q1	$9.17M	Hold	561,359	–	–	4.03%	8
2022 Q4	$10.1M	Hold	561,359	–	–	4.81%	8
2022 Q3	$8.9M	Hold	561,359	–	–	6.38%	6
2022 Q2	$8.39M	Sell	561,359 -100	-0%	-$1.62K	5.97%	6
2022 Q1	$9.86M	Hold	561,459	–	–	6.8%	5
2021 Q4	$11M	Buy	561,459 +1,380	+0.2%	+$25.6K	7.31%	5
2021 Q3	$9.88M	Hold	560,079	–	–	7.23%	5
2021 Q2	$9.17M	Hold	560,079	–	–	6.82%	5
2021 Q1	$9.8M	Hold	560,079	–	–	7.84%	4
2020 Q4	$8.23M	Buy	+560,079	New	+$8.18M	7.15%	5

Other funds holding LCNB

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Ritter Daniher Financial Advisory's LCNB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its LCNB Corp (LCNB) stake by 0.18% in Q2 2026, selling an estimated $16.7K and leaving 543,927 shares worth $9.57M. The position accounts for 1.46% of the portfolio, ranked #14.

Ritter Daniher Financial Advisory first reported a position in LCNB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11M in Q4 2021. 5 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

Ritter Daniher Financial Advisory held 543,927 shares of LCNB Corp worth $9.57M as of Q2 2026.
Ritter Daniher Financial Advisory sold 1,000 LCNB Corp shares in Q2 2026, an estimated $16.7K.
LCNB Corp made up 1.46% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #14 holding.
Ritter Daniher Financial Advisory first reported a position in LCNB Corp in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's LCNB Corp position peaked at $11M in Q4 2021.
5 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.