Position in LCNB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,234,445
+$180,362 QoQ
Shares Held
70,179
+3.8% QoQ
Ownership
0.492%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 107 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in LCNB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. LCNB ranks #238 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
30,552,978 | $1,845,399,864 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,374,537 | $1,655,842,642 | |
| 3 | IBN |
Icici Bank Ltd
|
54,395,929 | $1,579,113,812 | |
| 4 | NU |
Nu Holdings Ltd.
|
117,966,561 | $1,576,033,245 | |
| 5 | HDB |
Hdfc Bank Ltd
|
53,273,199 | $1,376,046,720 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,130,246 | $1,263,169,160 | |
| 7 | TFC |
Truist Financial Corp
|
22,539,416 | $1,122,913,697 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
12,264,969 | $859,406,370 |
All Filings in LCNB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,234,445 | 70,179 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,054,083 | 67,613 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,113,419 | 67,933 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $827,369 | 55,195 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $877,317 | 60,380 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,049,391 | 70,953 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,233,773 | 81,545 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,367,659 | 90,754 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $878,969 | 63,190 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,080,503 | 67,786 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $959,128 | 60,820 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $730,293 | 51,177 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $762,854 | 51,684 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,134,744 | 69,446 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,024,200 | 56,900 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $778,328 | 49,075 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $700,242 | 46,839 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $867,110 | 49,380 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $867,208 | 44,404 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $727,761 | 41,634 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $939,307 | 57,380 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $587,999 | 33,600 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $754,977 | 51,394 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $368,262 | 26,979 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $412,996 | 25,877 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $272,311 | 21,612 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||