Marquette Asset Management
LSBK icon

Marquette Asset Management’s Lake Shore Bancorp LSBK Stock Holding History

Marquette Asset Management’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 		– Sell
-9,652
Closed -$172K – 858
2026
Q2 		$172K Buy
+9,652
New +$154K 0.02% 110

Other funds holding LSBK

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HBK Sorce Advisory
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 36.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Marquette Asset Management's LSBK Position: Q3 2026 in Review

Marquette Asset Management sold out of Lake Shore Bancorp (LSBK) in Q3 2026, closing a stake of 9,652 shares — an estimated $172K sold.

Marquette Asset Management first reported a position in LSBK in Q2 2026 and held it in 1 quarter. The position peaked at $172K in Q2 2026. 30 funds tracked by Wall St. Rank hold LSBK as of Q3 2026.

  • Marquette Asset Management reported no remaining Lake Shore Bancorp position as of Q3 2026 after selling out during the quarter.
  • Marquette Asset Management sold 9,652 Lake Shore Bancorp shares in Q3 2026, an estimated $172K.
  • Marquette Asset Management first reported a position in Lake Shore Bancorp in Q2 2026 and held it in 1 quarter.
  • Marquette Asset Management's Lake Shore Bancorp position peaked at $172K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.