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Lake Shore Bancorp, Inc. 13F holders

32 funds reported a position in Lake Shore Bancorp, Inc. in their 13F for the quarter ended 30 June 2026, together 2.3 million shares worth $39.4 million. Against the quarter before, 3 opened a position, 13 added, 3 trimmed and 1 sold out; together they bought a net 55,531 shares. The largest holders: Stilwell Value LLC, AllianceBernstein L.P. and Oppenheimer & Close, LLC.

Funds holding32+2 on Q1 2026
Shares they held2.3Mworth $39.4 million
Net bought on the quarter55,531 sharesabout $955,031 at the funds' values
Funds buying to selling16 to 4opened or added, to cut or sold
Opened 3Added 13Held 13Trimmed 3Sold out 1
Opened: 3 fundsAdded: 13 fundsHeld: 13 fundsTrimmed: 3 fundsSold out: 1 funds

What each fund did in LSBK against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2025: 33 funds, 2.2 million shares33Q3 2025Q4 2025: 30 funds, 2.2 million shares30Q4 2025Q1 2026: 30 funds, 2.2 million shares30Q1 2026Q2 2026: 32 funds, 2.3 million shares32Q2 2026

Funds reporting a position in LSBK in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 8 reported a position in Lake Shore Bancorp, Inc.: 2 opened one, 1 added, 1 trimmed and 1 sold out, a net 9,835 shares bought.

FundChange in sharesShares nowStatusFiling
Wealth Enhancement Advisory Services, LLC+13,67713,677new13F
Graham Capital Wealth Management, LLC+9,28883,831added13F
Peapod Lane Capital LLC-3,65866,381trimmed13F
Assetmark, Inc.+172172new13F
Marquette Asset Management, LLC-9,6520sold out13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 2 reported a position in Lake Shore Bancorp, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Renaissance Technologies, 65,641 shares worth $1.2 million, 0.0% of its reported book. In the quarter, 1 fund added or opened a position and 1 trimmed or sold out; together they bought a net 5,393 shares, about $96,067 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Renaissance Technologies65,641$1.2 million0.0%-3,400trimmed30 June 202613F
Geode Capital Management26,729$476,2140.0%+8,793added30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Stilwell Value LLC773,67533.81%$13.8 million7.90%no change13F
AllianceBernstein L.P.505,97122.11%$7.7 million0.00%+57,01213F
Oppenheimer & Close, LLC180,0007.87%$3.2 million2.02%no change13F
Mangrove Partners Im, LLC150,5856.58%$2.7 million0.18%no change13F
HBK Sorce Advisory LLC85,1733.72%$1.5 million0.03%-2,90513F
Graham Capital Wealth Management, LLC74,5433.26%$1.3 million1.03%-64713F
Peapod Lane Capital LLC70,0393.06%$1.2 million0.84%+1,09613F
Renaissance Technologies LLC65,6412.87%$1.2 million0.00%-3,40013F
Dimensional Fund Advisors LP47,9332.09%$853,0890.00%+2,22413F
Minerva Advisors LLC44,2591.93%$788,2530.50%no change13F
Morgan Stanley30,1331.32%$536,6720.00%+22813F
Acadian Asset Management LLC29,9571.31%$528,0000.00%+8,14913F
BlackRock, Inc.29,5051.29%$525,4840.00%+18,96213F
Vanguard Capital Management LLC27,4421.20%$488,7420.00%+3,24913F
Geode Capital Management, LLC26,7291.17%$476,2140.00%+8,79313F
Courier Capital LLC25,6941.12%$457,6100.02%+913F
First Manhattan Co. LLC.25,0751.10%$446,5860.00%no change13F
Sandhill Capital Partners LLC18,2180.80%$324,4700.03%+10213F
Round Hill Asset Management15,7150.69%$279,8840.18%no change13F
Cerity Partners LLC15,3350.67%$273,1160.00%no change13F
Bridgeway Capital Management, LLC12,5680.55%$223,8360.00%no change13F
Vanguard Fiduciary Trust Co.11,4860.50%$204,5660.00%+8213F
Marquette Asset Management, LLC9,6520.42%$171,9030.02%new13F
UBS Group AG4,9080.21%$87,4110.00%+4,79713F
Royal Bank of Canada4,2580.19%$76,0000.00%+8713F
Farther Finance Advisors, LLC1,3540.06%$24,1150.00%no change13F
Osaic Holdings, Inc.7440.03%$13,2600.00%+20313F
Mirae Asset Global Investments Co., Ltd.6330.03%$11,2740.00%new13F
Whittier Trust Co.6280.03%$10,6820.00%no change13F
Arax Advisory Partners5410.02%$9,6360.00%no change13F
Barclays PLC90.00%$1600.00%new13F
Raymond James Financial Inc.00.00%$00.00%sold out13F
Capital Advisors, Ltd. LLC80.00%$00.00%no change13F
The 33 largest of the 32 funds that reported a position in LSBK in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
18 May 202613GAllianceBernstein L.P. and 1 other448,9595.7%31 March 2026passive, institutional (13d-1(b))EDGAR
18 March 202613D/AStilwell Activist Fund, L.P. and 4 others773,6759.9%17 March 2026We are filing this Third Amendment to report that pursuant to an Agreement with the Issuer dated March 17, 2026 (the "Standstill Agreement"), Dennis Pollack, an individual selected by the Group, has been appointed to the board of directors EDGAR
18 February 202613D/AStilwell Activist Fund, L.P. and 4 others773,6759.9%17 February 2026We are filing this Second Amendment to announce that we have served our notice of intent to nominate Timothy J. Andruschat for election as a director at the Issuer's upcoming 2026 annual meeting of shareholders (the "2026 Annual Meeting"). EDGAR
14 November 202513GEmployee Stock Ownership Plan Trust of Lake Shore Bancorp, Inc. and 1 other607,4597.8%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
27 August 2026123$17.20SEC
24 August 202640$17.25SEC
21 August 20263$17.24SEC
20 August 202617$17.24SEC
17 August 202623,402$17.15SEC
16 July 202616$17.05SEC
15 July 202653$17.00SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 23,402 on 17 August 2026. A fail is an operational fact about settlement, not a position.