Morgan Stanley’s Lake Shore Bancorp LSBK Stock Holding History

Morgan Stanley’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 Q2	$537K	Buy	30,133 +228	+0.8%	+$3.64K	﹤0.01%	5517
2026 Q1	$454K	Buy	29,905 +2,807	+10%	+$42.9K	﹤0.01%	5534
2025 Q4	$397K	Hold	27,098	–	–	﹤0.01%	5626
2025 Q3	$352K	Buy	27,098 +7,098	+35%	+$95.2K	﹤0.01%	5657
2025 Q2	$316K	Sell	20,000 -3	-0%	-$45	﹤0.01%	5662
2025 Q1	$316K	Sell	20,003 -398	-2%	-$6.11K	﹤0.01%	5539
2024 Q4	$280K	Buy	20,401 +8,500	+71%	+$115K	﹤0.01%	5657
2024 Q3	$161K	Buy	11,901 +900	+8%	+$11.5K	﹤0.01%	5830
2024 Q2	$138K	Buy	11,001 +1,884	+21%	+$22.3K	﹤0.01%	5842
2024 Q1	$106K	Sell	9,117 -9,119	-50%	-$106K	﹤0.01%	5969
2023 Q4	$214K	Buy	18,236 +11,120	+156%	+$118K	﹤0.01%	5918
2023 Q3	$72.3K	Hold	7,116	–	–	﹤0.01%	6018
2023 Q2	$76.6K	Sell	7,116 -315	-4%	-$3.41K	﹤0.01%	6057
2023 Q1	$75K	Hold	7,431	–	–	﹤0.01%	6120
2022 Q4	$89.7K	Hold	7,431	–	–	﹤0.01%	6030
2022 Q3	$98K	Hold	7,431	–	–	﹤0.01%	6084
2022 Q2	$103K	Sell	7,431 -15	-0.2%	-$217	﹤0.01%	6262
2022 Q1	$110K	Buy	7,446 +65	+0.9%	+$970	﹤0.01%	6248
2021 Q4	$110K	Buy	7,381 +7,000	+1,837%	+$105K	﹤0.01%	6383
2021 Q3	$6K	Buy	381 +66	+21%	+$984	﹤0.01%	7451
2021 Q2	$5K	Sell	315 -2	-0.6%	-$30	﹤0.01%	7382
2021 Q1	$5K	Buy	317 +2	+0.6%	+$29	﹤0.01%	7108
2020 Q4	$4K	Sell	315 -4,775	-94%	-$62.6K	﹤0.01%	6805
2020 Q3	$68K	Hold	5,090	–	–	﹤0.01%	5595
2020 Q2	$62K	Hold	5,090	–	–	﹤0.01%	5607
2020 Q1	$53K	Sell	5,090 -83	-2%	-$1.17K	﹤0.01%	5445
2019 Q4	$79K	Buy	5,173 +69	+1%	+$1.04K	﹤0.01%	5723
2019 Q3	$74K	Buy	5,104 +14	+0.3%	+$208	﹤0.01%	5550
2019 Q2	$76K	Sell	5,090 -7	-0.1%	-$106	﹤0.01%	5444
2019 Q1	$80K	Buy	5,097 +6	+0.1%	+$94	﹤0.01%	5493
2018 Q4	$75K	Buy	5,091 +315	+7%	+$4.88K	﹤0.01%	5649
2018 Q3	$79K	Hold	4,776	–	–	﹤0.01%	5760
2018 Q2	$82K	Hold	4,776	–	–	﹤0.01%	5784
2018 Q1	$80K	Hold	4,776	–	–	﹤0.01%	5767
2017 Q4	$82K	Buy	4,776 +1	+0%	+$16	﹤0.01%	5695
2017 Q3	$77K	Hold	4,775	–	–	﹤0.01%	5645
2017 Q2	$75K	Hold	4,775	–	–	﹤0.01%	5741
2017 Q1	$74K	Hold	4,775	–	–	﹤0.01%	5711
2016 Q4	$77K	Hold	4,775	–	–	﹤0.01%	5648
2016 Q3	$65K	Hold	4,775	–	–	﹤0.01%	5482
2016 Q2	$62K	Sell	4,775 -8	-0.2%	-$107	﹤0.01%	5450
2016 Q1	$63K	Sell	4,783 -2	-0%	-$27	﹤0.01%	5515
2015 Q4	$64K	Buy	4,785 +10	+0.2%	+$134	﹤0.01%	5619
2015 Q3	$64K	Sell	4,775 -11	-0.2%	-$148	﹤0.01%	5628
2015 Q2	$64K	Buy	4,786 +1	+0%	+$14	﹤0.01%	5768
2015 Q1	$64K	Hold	4,785	–	–	﹤0.01%	5702
2014 Q4	$64K	Buy	4,785 +4,775	+47,750%	+$62.5K	﹤0.01%	5728
2014 Q3	$0	Hold	10	–	–	﹤0.01%	6619
2014 Q2	$0	Hold	10	–	–	﹤0.01%	6561
2014 Q1	$0	Buy	+10	New	+$123	﹤0.01%	6509

Other funds holding LSBK

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Morgan Stanley's LSBK Position: Q2 2026 in Review

Morgan Stanley increased its Lake Shore Bancorp (LSBK) stake by 0.76% in Q2 2026, buying an estimated $3.64K and bringing the position to 30,133 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #5517.

Morgan Stanley first reported a position in LSBK in Q1 2014 and has held it in 50 quarters since. 31 funds tracked by Wall St. Rank hold LSBK as of Q2 2026.

Morgan Stanley held 30,133 shares of Lake Shore Bancorp worth $537K as of Q2 2026.
Morgan Stanley bought 228 Lake Shore Bancorp shares in Q2 2026, an estimated $3.64K.
Lake Shore Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5517 holding.
Morgan Stanley first reported a position in Lake Shore Bancorp in Q1 2014 and has held it in 50 quarters since.
31 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.