Stilwell Value’s Lake Shore Bancorp LSBK Stock Holding History

Stilwell Value’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	$11.7M	Hold	773,675	–	–	7.04%	4
2025 Q4	$11.3M	Buy	773,675 +35,000	+5%	+$490K	6.25%	4
2025 Q3	$9.6M	Buy	738,675 +616,782	+506%	+$8.28M	4.25%	5
2025 Q2	$1.93M	Hold	121,893	–	–	0.94%	11
2025 Q1	$1.93M	Hold	121,893	–	–	0.99%	10
2024 Q4	$1.68M	Hold	121,893	–	–	0.84%	11
2024 Q3	$1.64M	Buy	121,893 +21,893	+22%	+$279K	0.78%	11
2024 Q2	$1.25M	Hold	100,000	–	–	0.65%	13
2024 Q1	$1.16M	Hold	100,000	–	–	0.6%	13
2023 Q4	$1.17M	Hold	100,000	–	–	0.61%	12
2023 Q3	$1.02M	Hold	100,000	–	–	0.55%	16
2023 Q2	$1.08M	Hold	100,000	–	–	0.6%	16
2023 Q1	$1.01M	Hold	100,000	–	–	0.56%	16
2022 Q4	$1.21M	Hold	100,000	–	–	0.91%	12
2022 Q3	$1.32M	Hold	100,000	–	–	0.95%	12
2022 Q2	$1.4M	Hold	100,000	–	–	0.97%	14
2022 Q1	$1.5M	Hold	100,000	–	–	0.99%	15
2021 Q4	$1.49M	Sell	100,000 -35,016	-26%	-$527K	0.96%	16
2021 Q3	$2.01M	Sell	135,016 -66,237	-33%	-$987K	1.29%	13
2021 Q2	$3M	Sell	201,253 -40,999	-17%	-$606K	2.11%	10
2021 Q1	$3.63M	Sell	242,252 -50,812	-17%	-$732K	2.44%	10
2020 Q4	$3.81M	Buy	293,064 +3,200	+1%	+$42K	2.88%	7
2020 Q3	$3.88M	Sell	289,864 -7,500	-3%	-$91.6K	4.06%	6
2020 Q2	$3.64M	Sell	297,364 -3,000	-1%	-$36.6K	3.86%	6
2020 Q1	$3.15M	Hold	300,364	–	–	3.81%	8
2019 Q4	$4.6M	Hold	300,364	–	–	3.3%	8
2019 Q3	$4.37M	Buy	300,364 +14,000	+5%	+$208K	3.28%	7
2019 Q2	$4.28M	Hold	286,364	–	–	2.68%	9
2019 Q1	$4.53M	Hold	286,364	–	–	3%	9
2018 Q4	$4.31M	Hold	286,364	–	–	3.24%	10
2018 Q3	$4.72M	Hold	286,364	–	–	3.96%	9
2018 Q2	$4.91M	Hold	286,364	–	–	4.04%	11
2018 Q1	$4.81M	Hold	286,364	–	–	4.01%	11
2017 Q4	$4.91M	Hold	286,364	–	–	3.81%	12
2017 Q3	$4.58M	Hold	286,364	–	–	3.53%	14
2017 Q2	$4.51M	Hold	286,364	–	–	3.25%	15
2017 Q1	$4.46M	Hold	286,364	–	–	3.17%	14
2016 Q4	$4.66M	Hold	286,364	–	–	3.32%	11
2016 Q3	$3.88M	Hold	286,364	–	–	2.34%	18
2016 Q2	$3.73M	Buy	286,364 +5,000	+2%	+$67.1K	2.44%	18
2016 Q1	$3.74M	Buy	281,364 +30,179	+12%	+$406K	2.54%	15
2015 Q4	$3.37M	Buy	251,185 +5,000	+2%	+$67.1K	2.1%	18
2015 Q3	$3.32M	Hold	246,185	–	–	1.97%	20
2015 Q2	$3.31M	Buy	246,185 +20,000	+9%	+$277K	1.92%	21
2015 Q1	$3.11M	Buy	+226,185	New	+$3.04M	1.74%	23

Other funds holding LSBK

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 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

Stilwell Value's LSBK Position: Q1 2026 in Review

Stilwell Value held its Lake Shore Bancorp (LSBK) position steady in Q1 2026 at 773,675 shares worth $11.7M. The position accounts for 7.04% of the portfolio, ranked #4.

Stilwell Value first reported a position in LSBK in Q1 2015 and has held it in 45 quarters since. 30 funds tracked by Wall St. Rank hold LSBK as of Q1 2026.

Stilwell Value held 773,675 shares of Lake Shore Bancorp worth $11.7M as of Q1 2026.
Stilwell Value left its Lake Shore Bancorp share count unchanged in Q1 2026.
Lake Shore Bancorp made up 7.04% of Stilwell Value's portfolio in Q1 2026, its #4 holding.
Stilwell Value first reported a position in Lake Shore Bancorp in Q1 2015 and has held it in 45 quarters since.
30 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q1 2026.

Based on Stilwell Value's 13F filing for Q1 2026, filed 6 May 2026.