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Rothschild Investment LLC’s LCNB Corp LCNB Stock Holding History

Rothschild Investment LLC’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 		$967 Buy
55
+19
+53% +$317 ﹤0.01% 3054
2026
Q1 		$561 Buy
36
+16
+80% +$268 ﹤0.01% 3086
2025
Q4 		$328 Buy
20
+13
+186% +$204 ﹤0.01% 3030
2025
Q3 		$105 Buy
+7
New +$108 ﹤0.01% 3063

Other funds holding LCNB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KFA
Kapstone Financial Advisors Lebanon, Ohio $239M AUM 22.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rothschild Investment LLC's LCNB Position: Q2 2026 in Review

Rothschild Investment LLC increased its LCNB Corp (LCNB) stake by 53% in Q2 2026, buying an estimated $317 and bringing the position to 55 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Rothschild Investment LLC first reported a position in LCNB in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

  • Rothschild Investment LLC held 55 shares of LCNB Corp worth $967 as of Q2 2026.
  • Rothschild Investment LLC bought 19 LCNB Corp shares in Q2 2026, an estimated $317.
  • LCNB Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3054 holding.
  • Rothschild Investment LLC first reported a position in LCNB Corp in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.