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Root Financial Partners’s LCNB Corp LCNB Stock Holding History

Root Financial Partners’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
Q1 		$281 Buy
+18
New +$302 ﹤0.01% 3065

Other funds holding LCNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Root Financial Partners's LCNB Position: Q1 2026 in Review

Root Financial Partners opened a new position in LCNB Corp (LCNB) in Q1 2026: 18 shares worth $281. The stake represents ﹤0.01% of the portfolio and ranks #3065 among its holdings.

109 funds tracked by Wall St. Rank hold LCNB as of Q1 2026.

  • Root Financial Partners held 18 shares of LCNB Corp worth $281 as of Q1 2026.
  • LCNB Corp was a new Root Financial Partners position in Q1 2026.
  • LCNB Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3065 holding.
  • 109 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.