Jim Simons
LSBK icon

Jim Simons’s Lake Shore Bancorp LSBK Stock Holding History

Jim Simons’s Portfolio LSBK Stock Details LSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
65,641
-3,400
-5% -$54.3K ﹤0.01% 2236
2026
Q1 		$1.05M Sell
69,041
-1,000
-1% -$15.3K ﹤0.01% 2252
2025
Q4 		$1.03M Buy
70,041
+12,900
+23% +$181K ﹤0.01% 2262
2025
Q3 		$743K Buy
+57,141
New +$767K ﹤0.01% 2635

Other funds holding LSBK

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Oppenheimer & Close
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Mangrove Partners
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jim Simons's LSBK Position: Q2 2026 in Review

Jim Simons reduced its Lake Shore Bancorp (LSBK) stake by 4.9% in Q2 2026, selling an estimated $54.3K and leaving 65,641 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Jim Simons first reported a position in LSBK in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold LSBK as of Q2 2026.

  • Jim Simons held 65,641 shares of Lake Shore Bancorp worth $1.17M as of Q2 2026.
  • Jim Simons sold 3,400 Lake Shore Bancorp shares in Q2 2026, an estimated $54.3K.
  • Lake Shore Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2236 holding.
  • Jim Simons first reported a position in Lake Shore Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held Lake Shore Bancorp as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.