Arax Advisory Partners LSBK — LAKE SHORE BANCORP INC

Ownership history in Arax Advisory Partners  ·  9 quarters on record

AI Ownership Summary

Arax Advisory Partners reported LAKE SHORE BANCORP INC (LSBK) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows LSBK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LSBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arax Advisory Partners's position in LAKE SHORE BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LSBK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LSBK stock page Arax Advisory Partners fund profile Arax Advisory Partners full holdings
How Arax Advisory Partners held LSBK — position size vs. price
% of Fund (quarterly)    LSBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 541 — 0% 0.00% $8K 2026-05-13 $15.77
2025 Q4 UNCHANGED — — — 541 — 0% 0.00% $8K 2026-02-13 $15.36
2025 Q3 ADDED — — — 541 +141 +35.2% 0.00% $7K 2025-11-14 $14.08
2025 Q2 UNCHANGED — — — 400 — 0% 0.00% $6K 2025-08-12 $12.52
2025 Q1 UNCHANGED — — — 400 — 0% 0.00% $6K 2025-05-15 $10.77
2024 Q4 UNCHANGED — — — 400 — 0% 0.00% $5K 2025-02-05 $11.07
2024 Q3 UNCHANGED — — — 400 — 0% 0.00% $5K 2024-11-06 $9.93
2024 Q2 UNCHANGED — — — 400 — 0% 0.00% $5K 2024-08-06 $8.66
2024 Q1 INITIATED — — — 400 — — 0.00% $5K 2024-05-14 $8.54

🏢 Other funds also holding LSBK

As of 2026 Q1 — sorted by position size

Stilwell Value LLC 3Y 7Y 7.04% Oppenheimer & Close, LLC 3Y 7Y 1.72% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 1.01% Peapod Lane Capital LLC 0.86% Minerva Advisors LLC 3Y 7Y 0.43% Round Hill Asset Management 3Y 7Y 0.16% HBK Sorce Advisory LLC 3Y 7Y 0.03% Sandhill Capital Partners LLC 3Y 7Y 0.02% COURIER CAPITAL LLC 3Y 7Y 0.02% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0%

FAQ About Arax Advisory Partners and LSBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arax Advisory Partners reported owning LSBK?

Arax Advisory Partners reported LSBK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LSBK position in Arax Advisory Partners's portfolio?

The largest reported portfolio weight for LSBK was 0.00% in 2024 Q1.

What is the latest reported LSBK position on this page?

The most recent filing on this page is 2026 Q1, when Arax Advisory Partners reported 541 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this LSBK ownership page compare?

The chart compares Arax Advisory Partners's quarterly LSBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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