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Souders Financial Advisors’s LCNB Corp LCNB Stock Holding History

Souders Financial Advisors’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 		$277K Buy
17,744
+10
+0.1% +$168 0.03% 193
2025
Q4 		$291K Buy
17,734
+813
+5% +$12.8K 0.03% 181
2025
Q3 		$254K Buy
16,921
+9
+0.1% +$139 0.03% 182
2025
Q2 		$246K Buy
16,912
+10
+0.1% +$145 0.03% 181
2025
Q1 		$250K Buy
16,902
+455
+3% +$6.84K 0.03% 164
2024
Q4 		$249K Buy
16,447
+9
+0.1% +$144 0.03% 162
2024
Q3 		$248K Sell
16,438
-133
-0.8% -$1.96K 0.03% 157
2024
Q2 		$231K Buy
+16,571
New +$238K 0.03% 154

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 $12.4B AUM 17.21% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Souders Financial Advisors's LCNB Position: Q1 2026 in Review

Souders Financial Advisors increased its LCNB Corp (LCNB) stake by 0.06% in Q1 2026, buying an estimated $168 and bringing the position to 17,744 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #193.

Souders Financial Advisors first reported a position in LCNB in Q2 2024 and has held it in 8 quarters since. The position peaked at $291K in Q4 2025. 109 funds tracked by Wall St. Rank hold LCNB as of Q1 2026.

  • Souders Financial Advisors held 17,744 shares of LCNB Corp worth $277K as of Q1 2026.
  • Souders Financial Advisors bought 10 LCNB Corp shares in Q1 2026, an estimated $168.
  • LCNB Corp made up 0.03% of Souders Financial Advisors's portfolio in Q1 2026, its #193 holding.
  • Souders Financial Advisors first reported a position in LCNB Corp in Q2 2024 and has held it in 8 quarters since.
  • Souders Financial Advisors's LCNB Corp position peaked at $291K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.