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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
Q2 		$306K Sell
17,407
-337
-2% -$5.61K 0.03% 188
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

SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
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
LC
LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
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

Souders Financial Advisors's LCNB Position: Q2 2026 in Review

Souders Financial Advisors reduced its LCNB Corp (LCNB) stake by 1.9% in Q2 2026, selling an estimated $5.61K and leaving 17,407 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #188.

Souders Financial Advisors first reported a position in LCNB in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

  • Souders Financial Advisors held 17,407 shares of LCNB Corp worth $306K as of Q2 2026.
  • Souders Financial Advisors sold 337 LCNB Corp shares in Q2 2026, an estimated $5.61K.
  • LCNB Corp made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #188 holding.
  • Souders Financial Advisors first reported a position in LCNB Corp in Q2 2024 and has held it in 9 quarters since.
  • 107 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.