LSBKNasdaqSavings Institution, Federally CharteredFiscal year ends December 31
Lake Shore Bancorp, Inc. /MD/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$18.12−0.11 (-0.60%)
Close on Oct 19, 2026
- Market cap
- $133.99M
- P/E (TTM)
- 16.0
- Dividend yield
- 1.71%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.1%
2M of 8M shares
Institutional holders
32
3 new, 1 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Stilwell Activist Fund, L.P. | 773,675 | 9.90% | 13D (active) amendment | Feb 17, 2026 |
| Stilwell Activist Investments, L.P. | 773,675 | 9.90% | 13D (active) amendment | Mar 17, 2026 |
| Stilwell Joseph | 773,675 | 9.90% | 13D (active) amendment | Oct 6, 2025 |
| Employee Stock Ownership Plan Trust of Lake Shore Bancorp, Inc. | 607,459 | 7.80% | 13G (passive) | Sep 30, 2025 |
| AllianceBernstein L.P. | 448,959 | 5.70% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LSBK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Stilwell Value LLC | 773,675 | 9.85% | $13.78M | – | 7.90% |
| Alliancebernstein L.P. | 505,971 | 6.44% | $7.68M | +57,012 | 0.00% |
| Oppenheimer & Close, LLC | 180,000 | 2.29% | $3.21M | – | 2.02% |
| Mangrove Partners | 150,585 | 1.92% | $2.68M | – | 0.18% |
| HBK Sorce Advisory LLC | 85,173 | 1.08% | $1.45M | −2,905 | 0.03% |
| Graham Capital Wealth Management, LLC | 74,543 | 0.95% | $1.33M | −647 | 1.03% |
| Peapod Lane Capital LLC | 70,039 | 0.89% | $1.25M | +1,096 | 0.84% |
| Renaissance Technologies LLC | 65,641 | 0.84% | $1.17M | −3,400 | 0.00% |
| Dimensional Fund Advisors LP | 47,933 | 0.61% | $853.09K | +2,224 | 0.00% |
| Minerva Advisors LLC | 44,259 | 0.56% | $788.25K | – | 0.50% |
| Morgan Stanley | 30,133 | 0.38% | $536.67K | +228 | 0.00% |
| Acadian Asset Management LLC | 29,957 | 0.38% | $528 | +8,149 | 0.00% |
| BlackRock, Inc. | 29,505 | 0.38% | $525.48K | +18,962 | 0.00% |
| Vanguard Capital Management LLC | 27,442 | 0.35% | $488.74K | +3,249 | 0.00% |
| Geode Capital Management, LLC | 26,729 | 0.34% | $476.21K | +8,793 | 0.00% |
| Courier Capital LLC | 25,694 | 0.33% | $457.61K | +9 | 0.02% |
| First Manhattan Co. LLC. | 25,075 | 0.32% | $446.59K | – | 0.00% |
| Sandhill Capital Partners LLC | 18,218 | 0.23% | $324.47K | +102 | 0.03% |
| Round Hill Asset Management | 15,715 | 0.20% | $279.88K | – | 0.18% |
| Cerity Partners LLC | 15,335 | 0.20% | $273.12K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 2M | 29.1% | 3 / 14 | 3 / 1 | 0M | 0M |
| Q1 2026 | 30 | 2M | 28.4% | 4 / 8 | 7 / 3 | 0M | 0M |
| Q4 2025 | 30 | 2M | 27.7% | 3 / 13 | 4 / 6 | 0M | 0M |
| Q3 2025 | 33 | 2M | 27.8% | 32 / 0 | 0 / 0 | 2M | 0M |
| Q2 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LSBK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Extended Market Index Fund | 24,111 | 0.31% | $429.42K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 23,047 | 0.29% | $410.47K | 0.03% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 11,238 | 0.14% | $192.96K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Market Fund | 10,356 | 0.13% | $184.44K | 0.12% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 5,706 | 0.07% | $97.97K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 5,546 | 0.07% | $86.30K | 0.00% | May 31, 2026 |
| U.S. Core Equity 1 Portfolio | 4,842 | 0.06% | $83.14K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 4,671 | 0.06% | $72.68K | 0.00% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 4,441 | 0.06% | $76.25K | 0.00% | Jul 31, 2026 |
| U.S. Vector Equity Portfolio | 3,399 | 0.04% | $58.36K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 3,345 | 0.04% | $52.05K | 0.00% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 3,331 | 0.04% | $59.33K | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 3,125 | 0.04% | $53.66K | 0.00% | Jul 31, 2026 |
| 1290 VT Micro Cap Portfolio | 1,432 | 0.02% | $25.50K | 0.01% | Jun 30, 2026 |
| AZL DFA U.S. Core Equity Fund | 1,016 | 0.01% | $18.09K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey M. Werdein | EVP-Commercial Division | 90,644 | 1.15% | Aug 25, 2026 |
| Taylor M. Gilden | CFO and Treasurer | 25,297 | 0.32% | Mar 20, 2026 |
| Kevin M. Sanvidge | Director | 75,037 | 0.96% | Sep 9, 2026 |
| Sharon E. Brautigam | Director | 45,316 | 0.58% | Jun 4, 2026 |
| Dennis Pollack | Director | 0 | – | Mar 24, 2026 |
| Ronald J. Passafaro | Director | 48,275 | 0.61% | Mar 20, 2026 |
| Michelle M. DeBergalis | Director | 9,016 | 0.11% | Mar 20, 2026 |
| John P. McGrath | Director | 90,800 | 1.16% | Mar 20, 2026 |
| Ann M. Segarra | Director | 88,532 | 1.13% | Mar 20, 2026 |
| John L. Mehltretter | Director | 39,600 | 0.50% | Mar 20, 2026 |
| Kim C. Liddell | – | 123,977 | 1.58% | Apr 24, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kevin M. Sanvidge Director | Sep 8, 2026 | Option exercise | +14,563 | $10.62 | $154.66K | 71,887 |
| Jeffrey M. Werdein EVP-Commercial Division | Aug 21, 2026 | Tax withholding | −16,525 | $17.25 | $285.06K | 60,862 |
| Jeffrey M. Werdein EVP-Commercial Division | Aug 21, 2026 | Option exercise | +23,132 | $10.62 | $245.66K | 77,387 |
| Sharon E. Brautigam Director | Jun 4, 2026 | Option exercise | +1,028 | $7.89 | $8.11K | 24,842 |
| Jeffrey M. Werdein EVP-Commercial Division | Apr 23, 2026 | Tax withholding | −302 | $15.85 | $4.79K | 54,255 |
| Kim C. Liddell – | Apr 23, 2026 | Tax withholding | −631 | $15.85 | $10.00K | 70,367 |
| Michelle M. DeBergalis Director | Mar 18, 2026 | Award | +480 | – | – | 8,859 |
| John P. McGrath Director | Mar 18, 2026 | Award | +589 | – | – | 10,873 |
| John L. Mehltretter Director | Mar 18, 2026 | Award | +667 | – | – | 19,600 |
| Kim C. Liddell – | Mar 18, 2026 | Award | +6,285 | – | – | 70,998 |
| Ronald J. Passafaro Director | Mar 18, 2026 | Award | +573 | – | – | 45,837 |
| Sharon E. Brautigam Director | Mar 18, 2026 | Award | +527 | – | – | 23,814 |
| Kevin M. Sanvidge Director | Mar 18, 2026 | Award | +893 | – | – | 57,324 |
| Taylor M. Gilden CFO and Treasurer | Mar 18, 2026 | Award | +3,028 | – | – | 22,403 |
| Ann M. Segarra Director | Mar 18, 2026 | Award | +620 | – | – | 6,692 |
| Jeffrey M. Werdein EVP-Commercial Division | Mar 18, 2026 | Award | +3,025 | – | – | 54,557 |
| Kim C. Liddell – | Mar 12, 2026 | Tax withholding | −765 | $15.43 | $11.80K | 64,713 |
| Jeffrey M. Werdein EVP-Commercial Division | Mar 12, 2026 | Tax withholding | −368 | $15.43 | $5.68K | 51,532 |
| Kevin M. Sanvidge Director | Dec 10, 2025 | Gift | −1,382 | – | – | 56,431 |
| Kevin M. Sanvidge Director | Dec 10, 2025 | Gift | +1,382 | – | – | 3,150 |
| Kevin M. Sanvidge Director | Dec 10, 2025 | Gift | +1,382 | – | – | 3,150 |
| Kevin M. Sanvidge Director | Dec 10, 2025 | Gift | −1,382 | – | – | 55,538 |
| Ann M. Segarra Director | Dec 9, 2025 | Award | +5,058 | – | – | 6,072 |
| Kevin M. Sanvidge Director | Dec 9, 2025 | Award | +893 | – | – | 57,813 |
| Sharon E. Brautigam Director | Dec 9, 2025 | Award | +893 | – | – | 23,287 |
| Michelle M. DeBergalis Director | Dec 9, 2025 | Award | +3,868 | – | – | 8,379 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.