undamentalytics Newsletter

Lake Shore Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold Lake Shore Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 17 institutions that filed 13F reports for both quarters added to or opened positions in Lake Shore Bancorp, and 4 cut or closed them. Together they added a net 56K shares, +2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 62K shares (+8.5%); index fund managers were net buyers of 31K shares (+48.5%). 3 opened a new position and 1 sold out entirely.

Bought, Q2 2026 17 institutions, 3 of them new holders Sold, Q2 2026 4 institutions, 1 of them sold out
Net change, all compared +56K shares (+2.5%)
Net change, active managers +62K shares (+8.5%), 2 bought, 1 sold

Buyers versus sellers

institutions compared, 32
Active managers and hedge funds 2 bought · 1 sold · +62K
Index fund managers 4 bought · 0 sold · +31K
Other institutions 11 bought · 3 sold · −37K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Alliancebernstein L.P. Active manager +57K +12.7% 506K $7.7M
Blackrock, Inc. Index funds +19K +179.9% 30K $525,484
Marquette Asset Management, LLC +9,652 New position 9,652 $171,903
Geode Capital Management, LLC Index funds +8,793 +49.0% 27K $476,214
Acadian Asset Management LLC Active manager +8,149 +37.4% 30K $528,000
UBS Group AG +4,797 +4321.6% 4,908 $87,411
Vanguard Capital Management LLC Index funds +3,249 +13.4% 27K $488,742
Dimensional Fund Advisors LP +2,224 +4.9% 48K $853,089
Peapod Lane Capital LLC +1,096 +1.6% 70K $1.2M
Mirae Asset Global Investments Co., Ltd. +633 New position 633 $11,274
Morgan Stanley +228 +0.8% 30K $536,672
Osaic Holdings, Inc. +203 +37.5% 744 $13,260
Sandhill Capital Partners LLC +102 +0.6% 18K $324,470
Royal Bank Of Canada +87 +2.1% 4,258 $76,000
Vanguard Fiduciary Trust Co Index funds +82 +0.7% 11K $204,566
Barclays PLC +9 New position 9 $160
Courier Capital LLC +9 0.0% 26K $457,610

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Raymond James Financial Inc −53K Sold out 0 —
Renaissance Technologies LLC Hedge fund −3,400 −4.9% 66K $1.2M
HBK Sorce Advisory LLC −2,905 −3.3% 85K $1.5M
Graham Capital Wealth Management, LLC −647 −0.9% 75K $1.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Marquette Asset Management, LLC 9,652 $171,903
Mirae Asset Global Investments Co., Ltd. 633 $11,274
Barclays PLC 9 $160

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Raymond James Financial Inc 53K $801,565

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
31
Ten largest holders
87.3%
of 13F-reported shares
Index fund managers
4.2%
of 13F-reported shares
Active managers and hedge funds
34.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 1 0 0 +62K +8.5%
Index fund managers 4 0 0 0 +31K +48.5%
Other institutions 11 3 3 1 −37K −2.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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