Root Financial Partners
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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
Q3 		$129 Buy
+7
New +$134 ﹤0.01% 3603
2026
Q2 		– Sell
-18
Closed -$281 – 1942
2026
Q1 		$281 Buy
+18
New +$302 ﹤0.01% 3065

Other funds holding LCNB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LCNB Corp
LCNB Corp Lebanon, Ohio $315M AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Root Financial Partners's LCNB Position: Q3 2026 in Review

Root Financial Partners opened a new position in LCNB Corp (LCNB) in Q3 2026: 7 shares worth $129. The stake represents ﹤0.01% of the portfolio and ranks #3603 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LCNB as recently as Q1 2026.

Root Financial Partners first reported a position in LCNB in Q1 2026 and has held it in 2 quarters since. The position peaked at $281 in Q1 2026. 53 funds tracked by Wall St. Rank hold LCNB as of Q3 2026.

  • Root Financial Partners held 7 shares of LCNB Corp worth $129 as of Q3 2026.
  • LCNB Corp was a new Root Financial Partners position in Q3 2026.
  • LCNB Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3603 holding.
  • Root Financial Partners first reported a position in LCNB Corp in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's LCNB Corp position peaked at $281 in Q1 2026.
  • 53 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.