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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
Q2 		$10.7K Hold
628
– – ﹤0.01% 1138
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 $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Whittier Trust's LSBK Position: Q2 2026 in Review

Whittier Trust held its Lake Shore Bancorp (LSBK) position steady in Q2 2026 at 628 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Whittier Trust first reported a position in LSBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.6K in Q4 2025. 32 funds tracked by Wall St. Rank hold LSBK as of Q2 2026.

  • Whittier Trust held 628 shares of Lake Shore Bancorp worth $10.7K as of Q2 2026.
  • Whittier Trust left its Lake Shore Bancorp share count unchanged in Q2 2026.
  • Lake Shore Bancorp made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1138 holding.
  • Whittier Trust first reported a position in Lake Shore Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Whittier Trust's Lake Shore Bancorp position peaked at $21.6K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.