13F reference period
Q3 2026
CUSIP: 510704109
13F reference period
Q3 2026
Institutions Reporting
23
Shares (Excl. Options)
Price
$18.16
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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Latest holder context comes from 23 institutions filings for Q3 2026.
Security key
510704109
13F reference period
Q3 2026
13F holders
23
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 510704109:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Stilwell Joseph | 9.9% | $11,860,438 | 773,675 | Stilwell Activist Fund, L.P. | 17 Mar 2026 | |||
| Employee Stock Ownership Plan Trust of Lake Shore Bancorp, Inc. | 7.8% | $7,896,967 | 607,459 | Employee Stock Ownership Plan Trust of Lake Shore Bancorp, Inc. | 30 Sep 2025 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Oppenheimer & Close, LLC | 2.4% | 184,248 | +2.4% | 2.1% | $3,345,944 |
| HBK Sorce Advisory LLC | 1.1% | 85,113 | -0.07% | 0.03% | $1,594,166 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.1% | 85,067 | +210% | 0% | $1,544,817 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1.1% | 83,831 | 1.2% | $1,522,373 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.87% | 67,741 | +3.2% | 0% | $1,230,177 |
| Peapod Lane Capital LLC | 0.85% | 66,381 | -5.2% | 0.9% | $1,205,486 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.71% | 55,377 | +107% | 0% | $1,005,822 |
| DIMENSIONAL FUND ADVISORS LP | 0.62% | 48,600 | +1.4% | 0% | $882,732 |
| Minerva Advisors LLC | 0.57% | 44,259 | 0% | 0.51% | $803,743 |
| VANGUARD FIDUCIARY TRUST CO | 0.45% | 35,294 | +207% | 0% | $640,939 |
| COURIER CAPITAL LLC | 0.33% | 25,702 | +0.03% | 0.02% | $466,748 |
| Sandhill Capital Partners LLC | 0.22% | 17,151 | -5.9% | 0.03% | $311,458 |
| Round Hill Asset Management | 0.2% | 15,715 | 0% | 0.18% | $285,384 |
| Cerity Partners LLC | 0.2% | 15,335 | 0% | 0% | $278,484 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.18% | 13,677 | 0% | $246,733 | |
| Empowered Funds, LLC | 0.13% | 10,181 | 0% | $184,887 | |
| Vanguard Global Advisers, LLC | 0.04% | 2,915 | 0% | $52,936 | |
| MORGAN STANLEY | 0.03% | 2,485 | -92% | 0% | $45,127 |
| Farther Finance Advisors, LLC | 0.02% | 1,354 | 0% | 0% | $24,589 |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 633 | 0% | 0% | $11,495 |
| WHITTIER TRUST CO | 0.01% | 628 | 0% | 0% | $11,461 |
| Arax Advisory Partners | 0.01% | 541 | 0% | 0% | $9,825 |
| ASSETMARK, INC | 0% | 172 | 0% | $3,124 | |
| Marquette Asset Management, LLC | 0% | 0 | -100% | $0 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 862,400 | $15,708,450 | +$1,853,468 | $18.16 | 23 |
| 2026 Q2 | 2,288,403 | $39,356,448 | +$978,619 | $17.81 | 31 |
| 2026 Q1 | 2,232,872 | $33,720,417 | +$888,198 | $15.18 | 29 |
| 2025 Q4 | 2,174,061 | $31,931,509 | +$81,108 | $14.66 | 29 |
| 2025 Q3 | 2,185,280 | $28,383,266 | +$28,383,253 | $13.00 | 32 |
| 2025 Q2 | 1 | $16 | +$16 | $16.00 | 1 |