SageView Advisory Group’s LCNB Corp LCNB Stock Holding History

SageView Advisory Group’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	–	Sell	-522	Closed	-$8.56K	–	1615
2025 Q4	$8.56K	Buy	+522	New	+$8.21K	﹤0.01%	1771

Other funds holding LCNB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

SageView Advisory Group's LCNB Position: Q1 2026 in Review

SageView Advisory Group sold out of LCNB Corp (LCNB) in Q1 2026, closing a stake of 522 shares — an estimated $8.56K sold.

SageView Advisory Group first reported a position in LCNB in Q4 2025 and held it in 1 quarter. The position peaked at $8.56K in Q4 2025. 109 funds tracked by Wall St. Rank hold LCNB as of Q1 2026.

SageView Advisory Group reported no remaining LCNB Corp position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 522 LCNB Corp shares in Q1 2026, an estimated $8.56K.
SageView Advisory Group first reported a position in LCNB Corp in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's LCNB Corp position peaked at $8.56K in Q4 2025.
109 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.