Position in LCNB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$222,759
+$25,328 QoQ
Shares Held
12,664
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#54
of 108 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LCNB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,149,032 across 15 Banks - Regional names. LCNB ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
21,722 | $385,131 | |
| 2 | LCNB |
Lcnb Corp
This page
|
12,664 | $222,759 | |
| 3 | USB |
US Bancorp De
|
2,755 | $166,402 | |
| 4 | TRMK |
Trustmark Corp
|
1,500 | $69,015 | |
| 5 | NU |
Nu Holdings Ltd.
|
4,555 | $60,854 | |
| 6 | FITB |
Fifth Third Bancorp
|
987 | $55,637 | |
| 7 | CBU |
Community Financial System, Inc.
|
780 | $52,353 | |
| 8 | FBK |
FB Financial Corp
|
800 | $44,280 |
All Filings in LCNB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,759 | 12,664 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $197,431 | 12,664 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $207,562 | 12,664 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $189,833 | 12,664 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $184,007 | 12,664 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $187,300 | 12,664 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $191,606 | 12,664 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $190,846 | 12,664 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $176,156 | 12,664 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $201,864 | 12,664 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $199,711 | 12,664 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $180,715 | 12,664 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $186,920 | 12,664 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $206,929 | 12,664 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $227,952 | 12,664 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $200,851 | 12,664 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||