Wealth Enhancement Trust Services
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Wealth Enhancement Trust Services’s LCNB Corp LCNB Stock Holding History

Wealth Enhancement Trust Services’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
Q3 		– Sell
-4
Closed -$70 – 1178
2026
Q2 		$70 Buy
+4
New +$67 ﹤0.01% 1438

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Geode Capital Management
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State Street
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Kapstone Financial Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
HORAN Wealth
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Trust Services's LCNB Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of LCNB Corp (LCNB) in Q3 2026, closing a stake of 4 shares — an estimated $70 sold.

Wealth Enhancement Trust Services first reported a position in LCNB in Q2 2026 and held it in 1 quarter. The position peaked at $70 in Q2 2026. 69 funds tracked by Wall St. Rank hold LCNB as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining LCNB Corp position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 4 LCNB Corp shares in Q3 2026, an estimated $70.
  • Wealth Enhancement Trust Services first reported a position in LCNB Corp in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's LCNB Corp position peaked at $70 in Q2 2026.
  • 69 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.