Stifel Financial’s Lake Shore Bancorp LSBK Stock Holding History

Stifel 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
2022 Q2	–	Sell	-18,845	Closed	-$281K	–	3410
2022 Q1	$281K	Sell	18,845 -6,222	-25%	-$92.8K	﹤0.01%	2910
2021 Q4	$373K	Buy	+25,067	New	+$377K	﹤0.01%	2768
2018 Q4	–	Sell	-11,732	Closed	-$194K	–	2752
2018 Q3	$194K	Buy	+11,732	New	+$201K	﹤0.01%	2590

Other funds holding LSBK

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's LSBK Position: Q2 2022 in Review

Stifel Financial sold out of Lake Shore Bancorp (LSBK) in Q2 2022, closing a stake of 18,845 shares — an estimated $281K sold.

Stifel Financial first reported a position in LSBK in Q3 2018 and held it in 3 quarters. The position peaked at $373K in Q4 2021. 17 funds tracked by Wall St. Rank hold LSBK as of Q2 2022.

Stifel Financial reported no remaining Lake Shore Bancorp position as of Q2 2022 after selling out during the quarter.
Stifel Financial sold 18,845 Lake Shore Bancorp shares in Q2 2022, an estimated $281K.
Stifel Financial first reported a position in Lake Shore Bancorp in Q3 2018 and held it in 3 quarters.
Stifel Financial's Lake Shore Bancorp position peaked at $373K in Q4 2021.
17 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.