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Round Hill Asset Management’s Lake Shore Bancorp LSBK Stock Holding History

Round Hill 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
Q1 		$239K Hold
15,715
– – 0.16% 60
2025
Q4 		$230K Hold
15,715
– – 0.15% 60
2025
Q3 		$204K Buy
+15,715
New +$211K 0.13% 59

Other funds holding LSBK

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
MP
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Round Hill Asset Management's LSBK Position: Q1 2026 in Review

Round Hill Asset Management held its Lake Shore Bancorp (LSBK) position steady in Q1 2026 at 15,715 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #60.

Round Hill Asset Management first reported a position in LSBK in Q3 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold LSBK as of Q1 2026.

  • Round Hill Asset Management held 15,715 shares of Lake Shore Bancorp worth $239K as of Q1 2026.
  • Round Hill Asset Management left its Lake Shore Bancorp share count unchanged in Q1 2026.
  • Lake Shore Bancorp made up 0.16% of Round Hill Asset Management's portfolio in Q1 2026, its #60 holding.
  • Round Hill Asset Management first reported a position in Lake Shore Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q1 2026.

Based on Round Hill Asset Management's 13F filing for Q1 2026, filed 14 May 2026.