Position in LCNB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,567,675
+$1,072,264 QoQ
Shares Held
543,927
-0.2% QoQ
Ownership
3.82%
of shares outstanding
% of Portfolio
8.16%
of 13F equity value
Holder Rank
#5
of 108 holders
Holding Since
Jun 2022
17 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $10,592,969 across 10 Banks - Regional names. LCNB ranks #1 (90.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCNB |
Lcnb Corp
This page
|
543,927 | $9,567,675 | |
| 2 | FITB |
Fifth Third Bancorp
|
9,356 | $527,397 | |
| 3 | USB |
US Bancorp De
|
3,670 | $221,668 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
428 | $105,382 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
5,212 | $92,408 | |
| 6 | PEBO |
Peoples Bancorp Inc
|
1,193 | $45,823 | |
| 7 | MTB |
M&T Bank Corp
|
46 | $10,948 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
5 | $10,403 |
All Filings in LCNB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,567,675 | 543,927 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,495,411 | 544,927 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,936,270 | 545,227 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,172,952 | 545,227 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,249,073 | 567,727 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,269,961 | 559,159 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,460,075 | 559,159 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,426,526 | 559,159 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,808,503 | 561,359 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,948,062 | 561,359 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,852,631 | 561,359 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,010,592 | 561,359 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,285,658 | 561,359 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,172,606 | 561,359 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,104,462 | 561,359 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,903,153 | 561,359 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,392,317 | 561,359 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||