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Wealth Preservation Advisors’s LCNB Corp LCNB Stock Holding History

Wealth Preservation 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 		– Sell
-3
Closed -$47 – 539
2026
Q1 		$47 Buy
+3
New +$50 ﹤0.01% 977

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

Wealth Preservation Advisors's LCNB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of LCNB Corp (LCNB) in Q2 2026, closing a stake of 3 shares — an estimated $47 sold.

Wealth Preservation Advisors first reported a position in LCNB in Q1 2026 and held it in 1 quarter. The position peaked at $47 in Q1 2026. 108 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining LCNB Corp position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3 LCNB Corp shares in Q2 2026, an estimated $47.
  • Wealth Preservation Advisors first reported a position in LCNB Corp in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's LCNB Corp position peaked at $47 in Q1 2026.
  • 108 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.