Monograph Wealth Advisors, LLC Pathfinder Bancorp, Inc. Transaction History
Monograph Wealth Advisors, LLC
- $690 Million
- Q1 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Pathfinder Bancorp, Inc. stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 22,980 shares of PBHC stock, worth $350,215. This represents 0.05% of its overall portfolio holdings.
Number of Shares
22,980
Previous 23,284
1.31%
Holding current value
$350,215
Previous $407,000
7.37%
% of portfolio
0.05%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding PBHC
# of Institutions
25Shares Held
950KCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY315KShares$4.81 Million0.0% of portfolio
-
Minerva Advisors LLC Bala Cynwyd, PA262KShares$4 Million3.23% of portfolio
-
Oppenheimer & Close, LLC91.9KShares$1.4 Million1.49% of portfolio
-
Hamilton Point Investment Advisors, LLC38.4KShares$585,6570.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.7KShares$574,2580.0% of portfolio
About Pathfinder Bancorp, Inc.
- Ticker PBHC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 4,618,900
- Market Cap $70.4M
- Description
- Pathfinder Bancorp, Inc. operates as a holding company for Pathfinder Bank that provides various banking and financial products and services primarily in Oswego and Onondaga Counties, New York. The company accepts various deposits, including checking, savings, and money market deposit accounts, as well as certificates of deposit, and demand and ...