Lake Shore Bancorp, Inc. /MD/ - LSBK
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stilwell Value LLC | History | Added to | 773,675 | 11,342 | 6.25% | 4.25% | 1 | +35,000 | 4.74% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 406,423 | 5,958 | 0.0% | 0.0% | 2 | +77,056 | 23.4% | Q4 2025 | Feb 17, 2026 |
| Oppenheimer & Close, LLC | History | No change | 180,000 | 2,638 | 1.8% | 1.58% | 3 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 150,585 | 2,207 | 0.18% | 0.14% | 4 | +2,937 | 1.99% | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 88,021 | 1,352 | 0.03% | 0.03% | 5 | -17,229 | -16.37% | Q4 2025 | Feb 09, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 77,407 | 1,134 | 1.04% | 1.01% | 6 | +1,376 | 1.81% | Q4 2025 | Jan 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 70,041 | 1,026 | 0.0% | 0.0% | 7 | +12,900 | 22.58% | Q4 2025 | Feb 12, 2026 |
| Peapod Lane Capital LLC | History | Added to | 68,922 | 1,010 | 0.86% | 0.8% | 8 | +499 | 0.73% | Q4 2025 | Jan 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 45,059 | 660 | 0.0% | 0.0% | 9 | +106 | 0.24% | Q4 2025 | Feb 12, 2026 |
| Minerva Advisors LLC | History | No change | 44,259 | 648 | 0.43% | 0.37% | 10 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | No change | 35,597 | 521 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 30,398 | 445 | 0.0% | 0.0% | 12 | +16,133 | 113.09% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 27,098 | 397 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 26,608 | 390 | 0.0% | 0.0% | 14 | -1,695 | -5.99% | Q4 2025 | Feb 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 25,677 | 376 | 0.02% | 0.02% | 15 | +10 | 0.04% | Q4 2025 | Jan 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 25,075 | 367 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sandhill Capital Partners LLC | History | No change | 20,000 | 293 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Round Hill Asset Management | History | No change | 15,715 | 230 | 0.14% | 0.13% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | No change | 15,335 | 224 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 14,805 | 214 | 0.0% | — | 20 | +14,805 | New | Q4 2025 | Feb 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 12,568 | 184 | 0.0% | 0.0% | 21 | +1,400 | 12.54% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 10,279 | 150 | 0.0% | 0.0% | 22 | +661 | 6.87% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,099 | 89 | 0.0% | 0.0% | 23 | -3 | -0.05% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,458 | 21 | 0.0% | 0.0% | 24 | -69 | -4.52% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,354 | 19 | 0.0% | — | 25 | +1,354 | New | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 742 | 10 | 0.0% | 0.0% | 26 | -199 | -21.15% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | No change | 541 | 7 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | New | 172 | 2 | 0.0% | — | 28 | +172 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 148 | 2 | 0.0% | 0.0% | 29 | +68 | 85.0% | Q4 2025 | Jan 29, 2026 |
| M3F, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -74,801 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -42,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,910 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |