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Global Retirement Partners’s Lake Shore Bancorp LSBK Stock Holding History

Global Retirement 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
2024
Q4 		– Sell
-31,469
Closed -$425K – 3730
2024
Q3 		$425K Hold
31,469
– – 0.01% 677
2024
Q2 		$394K Hold
31,469
– – 0.01% 676
2024
Q1 		$365K Hold
31,469
– – 0.01% 600
2023
Q4 		$370K Buy
31,469
+7,000
+29% +$74.4K 0.02% 560
2023
Q3 		$243K Hold
24,469
– – 0.01% 603
2023
Q2 		$264K Buy
24,469
+2,749
+13% +$29.7K 0.01% 600
2023
Q1 		$245K Buy
+21,720
New +$254K 0.01% 598

Other funds holding LSBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's LSBK Position: Q4 2024 in Review

Global Retirement Partners sold out of Lake Shore Bancorp (LSBK) in Q4 2024, closing a stake of 31,469 shares — an estimated $425K sold.

Global Retirement Partners first reported a position in LSBK in Q1 2023 and held it in 7 quarters. The position peaked at $425K in Q3 2024. 20 funds tracked by Wall St. Rank hold LSBK as of Q4 2024.

  • Global Retirement Partners reported no remaining Lake Shore Bancorp position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 31,469 Lake Shore Bancorp shares in Q4 2024, an estimated $425K.
  • Global Retirement Partners first reported a position in Lake Shore Bancorp in Q1 2023 and held it in 7 quarters.
  • Global Retirement Partners's Lake Shore Bancorp position peaked at $425K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.