Position in LCNB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$588,101
-$30,015 QoQ
Shares Held
37,723
+0.0% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 108 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LCNB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $63,085,507 across 34 Banks - Regional names. LCNB ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
361,607 | $18,807,180 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
121,037 | $16,591,751 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $13,685,361 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $4,235,368 | |
| 5 | WSBC |
Wesbanco Inc
|
81,829 | $2,822,282 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
9,938 | $2,067,998 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,032 | $2,045,726 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
400 | $753,864 |
All Filings in LCNB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,101 | 37,723 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $618,116 | 37,713 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $565,167 | 37,703 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $547,679 | 37,693 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $556,414 | 37,621 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $569,054 | 37,611 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $566,662 | 37,602 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $522,918 | 37,593 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $599,073 | 37,583 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $589,750 | 37,397 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $533,698 | 37,400 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $552,024 | 37,400 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $611,116 | 37,400 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $61,200 | 3,400 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $53,924 | 3,400 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $50,830 | 3,400 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $59,704 | 3,400 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $59,432 | 3,400 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $55,658 | 3,400 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $105,875 | 6,050 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $88,874 | 6,050 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $46,410 | 3,400 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $54,264 | 3,400 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $42,840 | 3,400 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||