AssetMark Inc’s Lake Shore Bancorp LSBK Stock Holding History

AssetMark Inc’s Portfolio LSBK Stock Details LSBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.12K	Buy	+172	New	+$3K	﹤0.01%	2915

Other funds holding LSBK

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc's LSBK Position: Q3 2026 in Review

AssetMark Inc opened a new position in Lake Shore Bancorp (LSBK) in Q3 2026: 172 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #2915 among its holdings.

5 funds tracked by Wall St. Rank hold LSBK as of Q3 2026.

AssetMark Inc held 172 shares of Lake Shore Bancorp worth $3.12K as of Q3 2026.
Lake Shore Bancorp was a new AssetMark Inc position in Q3 2026.
Lake Shore Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2915 holding.
5 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.