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Oppenheimer & Close’s Lake Shore Bancorp LSBK Stock Holding History

Oppenheimer & Close’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 		$3.21M Hold
180,000
– – 2.02% 21
2026
Q1 		$2.73M Hold
180,000
– – 1.72% 23
2025
Q4 		$2.64M Hold
180,000
– – 1.8% 21
2025
Q3 		$2.34M Buy
+180,000
New +$2.42M 1.58% 23

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
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Oppenheimer & Close's LSBK Position: Q2 2026 in Review

Oppenheimer & Close held its Lake Shore Bancorp (LSBK) position steady in Q2 2026 at 180,000 shares worth $3.21M. The position accounts for 2.02% of the portfolio, ranked #21.

Oppenheimer & Close 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.

  • Oppenheimer & Close held 180,000 shares of Lake Shore Bancorp worth $3.21M as of Q2 2026.
  • Oppenheimer & Close left its Lake Shore Bancorp share count unchanged in Q2 2026.
  • Lake Shore Bancorp made up 2.02% of Oppenheimer & Close's portfolio in Q2 2026, its #21 holding.
  • Oppenheimer & Close 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 Oppenheimer & Close's 13F filing for Q2 2026, filed 12 Aug 2026.