LSBK Insider Trading
Lake Shore Bancorp, Inc. (LSBK) operates in the Financial Services sector, specifically the Banks - Regional industry, with a market capitalization near $136.5M, listed on NASDAQ, employing roughly 93 people, carrying a beta of 0.29 to the broader market. Lake Shore Bancorp, Inc. Led by Kim C. Liddell, public since 2006-04-05.
No insider filings are on record under LSBK's own SEC company ID (CIK 2059653).
Filings Under Another SEC Company ID
500 filing lines on file were filed under an SEC company ID (CIK) other than LSBK's (2059653). Such a filing can be a predecessor company's (one that reorganized, redomiciled or converted files under a new CIK), a former holder of the LSBK ticker's, or another company's that LSBK or its insiders report holding; the CIK alone does not say which. They are not counted in the figures above.
| CIK | Lines | Dates | Securities |
|---|---|---|---|
| 1341318 | 499 | Apr 3, 2006 to Mar 17, 2026 | Common Stock, Stock Option (Right to Buy), Stock Options (Right to Buy) |
| 356598 | 1 | Feb 24, 2010 | Common Stock |
LSBK Institutional Ownership (13F)
As of Jun 30, 2026 (Q2 2026), 32 institutions reported holding 2,288,411 LSBK shares, valued at $39.4M as reported, 30.8% of its market cap (market cap of Jun 26, 2026). That is +2 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 3 opened a position, 1 closed one, 14 added and 3 trimmed.
Top Holders, Q2 2026
| Manager | Shares | Value | Change |
|---|---|---|---|
| STILWELL VALUE LLC | 773,675 | $13.8M | Unchanged |
| ALLIANCEBERNSTEIN L.P. | 505,971 | $7.7M | +57,012 |
| Oppenheimer & Close, LLC | 180,000 | $3.2M | Unchanged |
| MANGROVE PARTNERS IM, LLC | 150,585 | $2.7M | Unchanged |
| HBK Sorce Advisory LLC | 85,173 | $1.5M | -2,905 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 74,543 | $1.3M | -647 |
| Peapod Lane Capital LLC | 70,039 | $1.2M | +1,096 |
| RENAISSANCE TECHNOLOGIES LLC | 65,641 | $1.2M | -3,400 |
| DIMENSIONAL FUND ADVISORS LP | 47,933 | $853.1K | +2,224 |
| Minerva Advisors LLC | 44,259 | $788.3K | Unchanged |
By Quarter
| Quarter | Institutions | Shares | Value |
|---|---|---|---|
| Q2 2026 | 32 | 2,288,411 | $39.4M |
| Q1 2026 | 30 | 2,232,880 | $33.7M |
| Q4 2025 | 30 | 2,174,069 | $31.9M |
| Q3 2025 | 33 | 2,185,688 | $28.4M |
| Q2 2025 | 20 | 493,445 | $7.8M |
| Q1 2025 | 19 | 489,134 | $7.7M |
| Q4 2024 | 20 | 511,038 | $7.0M |
| Q3 2024 | 19 | 536,188 | $7.2M |
| Q2 2024 | 22 | 538,191 | $6.7M |
From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.
ETFs Holding LSBK
| Fund | Weight of LSBK | Shares (as reported) | Value (as reported) | Source updated |
|---|---|---|---|---|
| VXF Vanguard Extended Market ETF | 0.00% | 24,111 | $415.7K | Oct 7, 2026 |
| IWC iShares Micro-Cap ETF | 0.03% | 21,780 | $391.0K | Oct 8, 2026 |
| DFAC Dimensional - US Core Equity 2 ETF | 0.00% | 15,679 | $282.1K | Oct 8, 2026 |
| DCOR U.S. Core Equity 1 Portfolio ETF Class Shares | 0.00% | 4,847 | $87.2K | Oct 8, 2026 |
| DFAT Dimensional - US Targeted Value ETF | 0.00% | 3,675 | $66.1K | Oct 8, 2026 |
| DXUV U.S. Vector Equity Portfolio ETF Class Shares | 0.00% | 3,404 | $61.2K | Oct 8, 2026 |
| VTI Vanguard Morningstar Total Stock Market ETF | 0.00% | 3,331 | $57.4K | Oct 7, 2026 |
| DFSV U.S. Small Cap Value Portfolio ETF Class Shares | 0.00% | 14 | $252 | Oct 8, 2026 |
| DFSU Dimensional - US Sustainability Core 1 ETF | 0.00% | 10 | $180 | Oct 8, 2026 |
From each fund's latest holdings file on record that shows LSBK's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as LSBK's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for LSBK reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is LSBK's share of that fund.
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