Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lake Shore Bancorp Inc (LSBK)

29 + Investors. Track Smart Money conviction in LSBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — LSBK

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
29 funds currently hold this stock — 91% of the 3.0-year high of 32 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +61% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+61% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

12 buying11 selling
Last quarter: 12 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 14 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 14% medium ■ 41% new
13 out of 29 hedge funds have held LSBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

1 → 1 → 14 → 3 → 4 new funds/Q
New funds entering each quarter: 1 → 14 → 3 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 45% veterans vs 41% newcomers

■ 45% veterans ■ 14% 1-2yr ■ 41% new
Entry-cohort mix of 29 holders: 13 (45%) are 2+ year veterans, 4 entered 1–2 years ago, and 12 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
6 of 29 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LSBK

In 2026 Q1, 12 hedge funds were net buyers of LSBK (4 opened a new position, 8 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 24% of total institutional value in LSBK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 29.

Hedge Fund Ownership: LSBK

How many hedge funds hold LSBK — quarterly history vs. share price
Quarterly hedge fund ownership of LSBK vs. share price

Market Analysis: LSBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LSBK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lake Shore Bancorp Inc (LSBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LSBK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
LSBK
nan%
XLF
+8.5%

LSBK outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
LSBK
nan%
XLF
+4.8%

Since the filing became public, LSBK outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: LSBK
29 + Investors

Track Smart Money conviction in LSBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 29 -
13F Shares 2M 2M 2.71%
Total Value $33M $32M 4.58%
New Positions 4 3 +1
Increased Positions 8 12 -4
Closed Positions 4 6 -2
Reduced Positions 7 5 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LSBK

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LSBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LSBK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stilwell Value LLC 7.04% 773,675 $11.7M
2 Oppenheimer & Close, LLC 1.72% 180,000 $2.7M
3 Graham Capital Wealth Management, LLC 1.01% 75,190 $1.1M
4 Peapod Lane Capital LLC 0.86% 68,943 $1.0M
5 Minerva Advisors LLC 0.43% 44,259 $672K
6 Mangrove Partners IM, LLC 0.18% 150,585 $2.3M
7 Round Hill Asset Management 0.16% 15,715 $239K
8 HBK Sorce Advisory LLC 0.03% 88,078 $1.4M
9 Sandhill Capital Partners LLC 0.02% 18,116 $275K
10 Courier Capital LLC 0.02% 25,685 $390K
11 Bridgeway Capital Management, LLC 0.00% 12,568 $191K
12 Alliancebernstein L.P. 0.00% 448,959 $6.6M
13 Renaissance Technologies LLC 0.00% 69,041 $1.0M
14 First Manhattan CO. LLC. 0.00% 25,075 $381K
15 Cerity Partners LLC 0.00% 15,335 $233K
16 Raymond James Financial Inc 0.00% 52,804 $802K
17 Arax Advisory Partners 0.00% 541 $8K
18 Farther Finance Advisors, LLC 0.00% 1,354 $21K
19 Whittier Trust Co 0.00% 628 $10K
20 Vanguard Fiduciary Trust Co 0.00% 11,404 $173K
21 Morgan Stanley 0.00% 29,905 $454K
22 Osaic Holdings, INC. 0.00% 541 $8K
23 Royal Bank of Canada 0.00% 4,171 $63K
24 Vanguard Capital Management LLC 0.00% 24,193 $367K
25 BlackRock, Inc. 0.00% 10,543 $160K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lake Shore Bancorp Inc (LSBK)

What does the Smart Money Trend signal show for LSBK?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for LSBK?

Slight buying edge — 52% buying: Last quarter: 12 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LSBK holders?

Strong quality — 24% AUM from major funds: 6 of 29 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LSBK?

45% of holders stayed for 2+ years: 13 out of 29 hedge funds have held LSBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lake Shore Bancorp Inc (LSBK) following the 2026 Q1 hedge fund 13F filings?

As of today, LSBK has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LSBK has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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