Raymond James Financial
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Raymond James Financial’s Lake Shore Bancorp LSBK Stock Holding History

Raymond James Financial’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 		– Sell
-52,804
Closed -$802K – 5505
2026
Q1 		$802K Buy
+52,804
New +$806K ﹤0.01% 4018

Other funds holding LSBK

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
MP
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Raymond James Financial's LSBK Position: Q2 2026 in Review

Raymond James Financial sold out of Lake Shore Bancorp (LSBK) in Q2 2026, closing a stake of 52,804 shares — an estimated $802K sold.

Raymond James Financial first reported a position in LSBK in Q1 2026 and held it in 1 quarter. The position peaked at $802K in Q1 2026. 32 funds tracked by Wall St. Rank hold LSBK as of Q2 2026.

  • Raymond James Financial reported no remaining Lake Shore Bancorp position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 52,804 Lake Shore Bancorp shares in Q2 2026, an estimated $802K.
  • Raymond James Financial first reported a position in Lake Shore Bancorp in Q1 2026 and held it in 1 quarter.
  • Raymond James Financial's Lake Shore Bancorp position peaked at $802K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.