Cerity Partners
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Cerity Partners’s Lake Shore Bancorp LSBK Stock Holding History

Cerity Partners’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
Q1 		$233K Hold
15,335
– – ﹤0.01% 2785
2025
Q4 		$225K Hold
15,335
– – ﹤0.01% 2569
2025
Q3 		$199K Buy
+15,335
New +$206K ﹤0.01% 2508

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OC
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MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's LSBK Position: Q1 2026 in Review

Cerity Partners held its Lake Shore Bancorp (LSBK) position steady in Q1 2026 at 15,335 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Cerity Partners first reported a position in LSBK in Q3 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold LSBK as of Q1 2026.

  • Cerity Partners held 15,335 shares of Lake Shore Bancorp worth $233K as of Q1 2026.
  • Cerity Partners left its Lake Shore Bancorp share count unchanged in Q1 2026.
  • Lake Shore Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2785 holding.
  • Cerity Partners first reported a position in Lake Shore Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.