Lake Shore Bancorp, Inc. /MD/ - LSBK
Detailed investor-level table based on 13F positions.
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 | No change | 773,675 | 11,744 | 7.04% | 6.25% | 1 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 448,959 | 6,581 | 0.0% | 0.0% | 2 | +42,536 | 10.47% | Q1 2026 | May 15, 2026 |
| Oppenheimer & Close, LLC | History | No change | 180,000 | 2,732 | 1.72% | 1.8% | 3 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 150,585 | 2,285 | 0.18% | 0.18% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 88,078 | 1,400 | 0.03% | 0.03% | 5 | +57 | 0.06% | Q1 2026 | May 11, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 75,190 | 1,141 | 1.01% | 1.04% | 6 | -2,217 | -2.86% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 69,041 | 1,048 | 0.0% | 0.0% | 7 | -1,000 | -1.43% | Q1 2026 | May 14, 2026 |
| Peapod Lane Capital LLC | History | Added to | 68,943 | 1,045 | 0.86% | 0.86% | 8 | +21 | 0.03% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 52,804 | 801 | 0.0% | — | 9 | +52,804 | New | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 45,709 | 693 | 0.0% | 0.0% | 10 | +650 | 1.44% | Q1 2026 | May 07, 2026 |
| Minerva Advisors LLC | History | No change | 44,259 | 671 | 0.43% | 0.43% | 11 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 35,597 | 521 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 29,905 | 453 | 0.0% | 0.0% | 13 | +2,807 | 10.36% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 25,685 | 389 | 0.02% | 0.02% | 14 | +8 | 0.03% | Q1 2026 | Apr 23, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 25,075 | 380 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 24,193 | 367 | 0.0% | — | 16 | +24,193 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 21,808 | 328 | 0.0% | 0.0% | 17 | +7,003 | 47.3% | Q1 2026 | May 13, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 18,116 | 274 | 0.02% | 0.02% | 18 | -1,884 | -9.42% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 17,936 | 272 | 0.0% | 0.0% | 19 | -8,672 | -32.59% | Q1 2026 | May 15, 2026 |
| Round Hill Asset Management | History | No change | 15,715 | 238 | 0.16% | 0.14% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | No change | 15,335 | 232 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 12,568 | 190 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 11,404 | 173 | 0.0% | — | 23 | +11,404 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 10,543 | 160 | 0.0% | 0.0% | 24 | +264 | 2.57% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,171 | 63 | 0.0% | — | 25 | +4,171 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,354 | 20 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO | History | Reduced | 628 | 9 | 0.0% | 0.0% | 27 | -830 | -56.93% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 541 | 8 | 0.0% | 0.0% | 29 | -201 | -27.09% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 541 | 8 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 111 | 1 | 0.0% | 0.0% | 30 | -37 | -25.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,398 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,099 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |