LSBK · Lake Shore Bancorp, Inc. /MD/

$17.24 +0.00 (+0.00%) At close · Aug 20

Market Cap

$135.40M

7.85M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 32

Total Value: $40,756,580

Total Shares: 2,288,411

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 32 13F filers · Δ vs Mar 31, 2026

Top Holder

33.8%

−0.8 pts

Top 5

74.1%

+0.6 pts

Top 10

87.3%

−0.2 pts

HHI

1,800

Moderately concentrated+15

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +20.2%

Shares held: +2.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega ALLIANCEBERNSTEIN L.P.	+57,012	505,971
Mega BlackRock, Inc.	+18,962	29,505
Mega GEODE CAPITAL MANAGEMENT, LLC	+8,793	26,729
Large ACADIAN ASSET MANAGEMENT LLC	+8,149	29,957
Mega UBS Group AG	+4,797	4,908

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large RENAISSANCE TECHNOLOGIES LLC	−3,400	65,641
Mid HBK Sorce Advisory LLC	−2,905	85,173
Small GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	−647	74,543

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Micro Marquette Asset Management, LLC	9,652	$171,902
Large Mirae Asset Global Investments Co., Ltd.	633	$11,273
Mega BARCLAYS PLC	9	$160

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega RAYMOND JAMES FINANCIAL INC	52,804	$801,564

Filter: New 3 Increased 14 Reduced 3 Sold out 1 Unchanged 12

Showing 32 of 32

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

STILWELL VALUE LLC

$13,779,151

33.81%

773,675

ALLIANCEBERNSTEIN L.P.

$9,011,343

22.11%

505,971

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	505,971	$9,011,343	100.0%	Defined

Oppenheimer & Close, LLC

$3,205,800

7.87%

180,000

MANGROVE PARTNERS IM, LLC

$2,681,918

6.58%

150,585

HBK Sorce Advisory LLC

$1,516,931

3.72%

85,173

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

$1,327,610

3.26%

74,543

Peapod Lane Capital LLC

$1,247,394

3.06%

70,039

RENAISSANCE TECHNOLOGIES LLC

$1,169,066

2.87%

65,641

DIMENSIONAL FUND ADVISORS LP

$853,684

2.09%

47,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	650	$11,576	1.4%	Defined
DFA Australia Ltd.	932	$16,598	1.9%	Defined
Dimensional Ireland Ltd	4,140	$73,733	8.6%	Defined
Held directly	42,211	$751,777	88.1%	Sole

Minerva Advisors LLC

$788,252

1.93%

44,259

MORGAN STANLEY

$536,667

1.32%

30,133

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	227	$4,042	0.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	29,906	$532,625	99.2%	Defined

ACADIAN ASSET MANAGEMENT LLC

$533,534

1.31%

29,957

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	29,957	$533,534	100.0%	Defined

BlackRock, Inc.

$525,482

1.29%

29,505

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	3,319	$59,111	11.2%	Sole
BlackRock Investment Management, LLC	1,432	$25,503	4.9%	Sole
BlackRock Fund Advisors	23,047	$410,467	78.1%	Sole
BlackRock Institutional Trust Company, N.A.	1,707	$30,401	5.8%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$488,742

1.20%

27,442

GEODE CAPITAL MANAGEMENT, LLC

$476,043

1.17%

26,729

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	4,351	$77,491	16.3%	Defined
Held directly	22,378	$398,552	83.7%	Defined

COURIER CAPITAL LLC

$457,610

1.12%

25,694

FIRST MANHATTAN CO. LLC.

$446,585

1.10%

25,075

Sandhill Capital Partners LLC

$324,462

0.80%

18,218

Round Hill Asset Management

$279,884

0.69%

15,715

Cerity Partners LLC

$273,116

0.67%

15,335

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$223,836

0.55%

12,568

VANGUARD FIDUCIARY TRUST CO

$204,565

0.50%

11,486

Marquette Asset Management, LLC

$171,902

0.42%

9,652

UBS Group AG

$87,411

0.21%

4,908

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	4,908	$87,411	100.0%	Defined

ROYAL BANK OF CANADA

$75,834

0.19%

4,258

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	4,258	$75,834	100.0%	Defined

Farther Finance Advisors, LLC

$24,114

0.06%

1,354

OSAIC HOLDINGS, INC.

$13,250

0.03%

744

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	744	$13,250	100.0%	Defined

Mirae Asset Global Investments Co., Ltd.

$11,273

0.03%

633

WHITTIER TRUST CO

$11,184

0.03%

628

Arax Advisory Partners

$9,635

0.02%

541

BARCLAYS PLC

$160

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	9	$160	100.0%	Defined

Capital Advisors, Ltd. LLC

$142

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Raymond James Financial Services Advisors, Inc.	52,804	$801,564	100.0%	Defined

Key facts CIK 2059653 CUSIP 510704109 13F (30d) 28 filings 28 filers Visit website Investor relations