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 Q2	–	Sell	-18	Closed	-$281	–	1942
2026 Q1	$281	Buy	+18	New	+$302	﹤0.01%	3065

Other funds holding LCNB

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Root Financial Partners's LCNB Position: Q2 2026 in Review

Root Financial Partners sold out of LCNB Corp (LCNB) in Q2 2026, closing a stake of 18 shares — an estimated $281 sold.

Root Financial Partners first reported a position in LCNB in Q1 2026 and held it in 1 quarter. The position peaked at $281 in Q1 2026. 107 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

Root Financial Partners reported no remaining LCNB Corp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 18 LCNB Corp shares in Q2 2026, an estimated $281.
Root Financial Partners first reported a position in LCNB Corp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's LCNB Corp position peaked at $281 in Q1 2026.
107 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.