Marshall Wace’s Lake Shore Bancorp LSBK Stock Holding History

Marshall Wace’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
2025 Q4	–	Sell	-20,910	Closed	-$272K	–	3244
2025 Q3	$272K	Buy	+20,910	New	+$281K	﹤0.01%	2464

Other funds holding LSBK

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Marshall Wace's LSBK Position: Q4 2025 in Review

Marshall Wace sold out of Lake Shore Bancorp (LSBK) in Q4 2025, closing a stake of 20,910 shares — an estimated $272K sold.

Marshall Wace first reported a position in LSBK in Q3 2025 and held it in 1 quarter. The position peaked at $272K in Q3 2025. 30 funds tracked by Wall St. Rank hold LSBK as of Q4 2025.

Marshall Wace reported no remaining Lake Shore Bancorp position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 20,910 Lake Shore Bancorp shares in Q4 2025, an estimated $272K.
Marshall Wace first reported a position in Lake Shore Bancorp in Q3 2025 and held it in 1 quarter.
Marshall Wace's Lake Shore Bancorp position peaked at $272K in Q3 2025.
30 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.