True Wealth Design’s LCNB Corp LCNB Stock Holding History

True Wealth Design’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	$370	Buy	21 +10	+91%	+$167	﹤0.01%	2303
2026 Q1	$172	Hold	11	–	–	﹤0.01%	2357
2025 Q4	$181	Buy	11 +1	+10%	+$16	﹤0.01%	2249
2025 Q3	$150	Buy	+10	New	+$154	﹤0.01%	2365
2025 Q2	–	Sell	-6	Closed	-$89	–	2713
2025 Q1	$89	Buy	+6	New	+$90	﹤0.01%	2232

Other funds holding LCNB

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

True Wealth Design's LCNB Position: Q2 2026 in Review

True Wealth Design increased its LCNB Corp (LCNB) stake by 91% in Q2 2026, buying an estimated $167 and bringing the position to 21 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

True Wealth Design first reported a position in LCNB in Q1 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

True Wealth Design held 21 shares of LCNB Corp worth $370 as of Q2 2026.
True Wealth Design bought 10 LCNB Corp shares in Q2 2026, an estimated $167.
LCNB Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2303 holding.
True Wealth Design first reported a position in LCNB Corp in Q1 2025 and has held it in 5 quarters since.
108 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.