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 — 25% AUM from major funds

25% from top-100 AUM funds
7 of 29 holders rank in the top 100 by AUM, accounting for 25% 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. 25% 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
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: LSBK

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

Loading signal freshness…
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
2026 Q2 Stats Unlock in 1 days 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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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 7.90% 773,675 $13.8M
2 Oppenheimer & Close, LLC 2.02% 180,000 $3.2M
3 Graham Capital Wealth Management, LLC 1.03% 74,543 $1.3M
4 Peapod Lane Capital LLC 0.84% 70,039 $1.2M
5 Minerva Advisors LLC 0.50% 44,259 $788K
6 Mangrove Partners IM, LLC 0.18% 150,585 $2.7M
7 Round Hill Asset Management 0.18% 15,715 $280K
8 HBK Sorce Advisory LLC 0.03% 85,173 $1.5M
9 Sandhill Capital Partners LLC 0.03% 18,218 $324K
10 Courier Capital LLC 0.02% 25,694 $458K
11 Marquette Asset Management, LLC 0.02% 9,652 $172K
12 Bridgeway Capital Management, LLC 0.00% 12,568 $224K
13 Alliancebernstein L.P. 0.00% 505,971 $7.7M
14 Renaissance Technologies LLC 0.00% 65,641 $1.2M
15 First Manhattan CO. LLC. 0.00% 25,075 $447K
16 Cerity Partners LLC 0.00% 15,335 $273K
17 Farther Finance Advisors, LLC 0.00% 1,354 $24K
18 Whittier Trust Co 0.00% 628 $11K
19 Arax Advisory Partners 0.00% 541 $10K
20 Vanguard Fiduciary Trust Co 0.00% 11,486 $205K
21 Morgan Stanley 0.00% 30,133 $537K
22 Mirae Asset Global Investments Co., Ltd. 0.00% 633 $11K
23 Osaic Holdings, INC. 0.00% 744 $13K
24 Royal Bank of Canada 0.00% 4,258 $76K
25 UBS Group AG 0.00% 4,908 $87K
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 — 25% AUM from major funds: 7 of 29 holders rank in the top 100 by AUM, accounting for 25% 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.

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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