Wells Fargo
LSBK icon

Wells Fargo’s Lake Shore Bancorp LSBK Stock Holding History

Wells Fargo’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
2024
Q2 		– Sell
-14
Closed -$162 – 7226
2024
Q1 		$162 Hold
14
– – ﹤0.01% 6544
2023
Q4 		$164 Sell
14
-1
-7% -$11 ﹤0.01% 6656
2023
Q3 		$152 Buy
15
+2
+15% +$21 ﹤0.01% 6648
2023
Q2 		$140 Buy
13
+1
+8% +$11 ﹤0.01% 6795
2023
Q1 		$121 Hold
12
– – ﹤0.01% 6896
2022
Q4 		$145 Hold
12
– – ﹤0.01% 6712
2022
Q3 		$0 Hold
12
– – ﹤0.01% 7067
2022
Q2 		$0 Buy
12
+1
+9% +$14 ﹤0.01% 7201
2022
Q1 		$0 Hold
11
– – ﹤0.01% 7499
2021
Q4 		$0 Hold
11
– – ﹤0.01% 7568
2021
Q3 		$0 Sell
11
-1
-8% -$15 ﹤0.01% 7290
2021
Q2 		$0 Hold
12
– – ﹤0.01% 7209
2021
Q1 		$0 Buy
12
+1
+9% +$14 ﹤0.01% 7173
2020
Q4 		$0 Hold
11
– – ﹤0.01% 6786
2020
Q3 		$0 Sell
11
-2
-15% -$24 ﹤0.01% 6651
2020
Q2 		$0 Hold
13
– – ﹤0.01% 6597
2020
Q1 		$0 Buy
+13
New +$184 ﹤0.01% 6546

Other funds holding LSBK

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
SV
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo's LSBK Position: Q2 2024 in Review

Wells Fargo sold out of Lake Shore Bancorp (LSBK) in Q2 2024, closing a stake of 14 shares — an estimated $162 sold.

Wells Fargo first reported a position in LSBK in Q1 2020 and held it in 17 quarters. The position peaked at $164 in Q4 2023. 22 funds tracked by Wall St. Rank hold LSBK as of Q2 2024.

  • Wells Fargo reported no remaining Lake Shore Bancorp position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 14 Lake Shore Bancorp shares in Q2 2024, an estimated $162.
  • Wells Fargo first reported a position in Lake Shore Bancorp in Q1 2020 and held it in 17 quarters.
  • Wells Fargo's Lake Shore Bancorp position peaked at $164 in Q4 2023.
  • 22 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.