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SBI Securities’s Lake Shore Bancorp LSBK Stock Holding History

SBI Securities’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
-1
Closed -$13 – 4140
2025
Q3 		$13 Hold
1
– – ﹤0.01% 3990
2025
Q2 		$16 Hold
1
– – ﹤0.01% 3949
2025
Q1 		$16 Hold
1
– – ﹤0.01% 3900
2024
Q4 		$14 Buy
+1
New +$14 ﹤0.01% 3889

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

SBI Securities's LSBK Position: Q4 2025 in Review

SBI Securities sold out of Lake Shore Bancorp (LSBK) in Q4 2025, closing a stake of 1 share — an estimated $13 sold.

SBI Securities first reported a position in LSBK in Q4 2024 and held it in 4 quarters. The position peaked at $16 in Q2 2025. 30 funds tracked by Wall St. Rank hold LSBK as of Q4 2025.

  • SBI Securities reported no remaining Lake Shore Bancorp position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 1 Lake Shore Bancorp share in Q4 2025, an estimated $13.
  • SBI Securities first reported a position in Lake Shore Bancorp in Q4 2024 and held it in 4 quarters.
  • SBI Securities's Lake Shore Bancorp position peaked at $16 in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.