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Whittier Trust’s Lake Shore Bancorp LSBK Stock Holding History

Whittier Trust’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 		$9.67K Sell
628
-830
-57% -$12.7K ﹤0.01% 1134
2025
Q4 		$21.6K Sell
1,458
-69
-5% -$966 ﹤0.01% 1007
2025
Q3 		$19.8K Buy
+1,527
New +$20.5K ﹤0.01% 999

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

Whittier Trust's LSBK Position: Q1 2026 in Review

Whittier Trust reduced its Lake Shore Bancorp (LSBK) stake by 57% in Q1 2026, selling an estimated $12.7K and leaving 628 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Whittier Trust first reported a position in LSBK in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.6K in Q4 2025. 30 funds tracked by Wall St. Rank hold LSBK as of Q1 2026.

  • Whittier Trust held 628 shares of Lake Shore Bancorp worth $9.67K as of Q1 2026.
  • Whittier Trust sold 830 Lake Shore Bancorp shares in Q1 2026, an estimated $12.7K.
  • Lake Shore Bancorp made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1134 holding.
  • Whittier Trust first reported a position in Lake Shore Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Whittier Trust's Lake Shore Bancorp position peaked at $21.6K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.