Institutional Ownership Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
353,656
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Minerva Advisors LLC
Bala Cynwyd, PA |
Aug 13, 2025 Q2 2025 |
262,204
shares
|
$3.75 Million
2.81% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Oppenheimer & Close, LLC
|
Apr 29, 2025 Q1 2025 |
91,915
shares
|
$1.31 Million
1.49% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Fourthstone LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
80,127
shares
|
$1.15 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
40,905
shares
|
$584,941
0.0% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
38,569
shares
|
$551,536
0.0% of portfolio
|
Q2 2025
Added 53.3%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
38,429
shares
|
$549,534
0.1% of portfolio
|
Q4 2021
Added 92.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
33,721
shares
|
$482,210
0.0% of portfolio
|
Q2 2025
Added 101.63%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
24,836
shares
|
$355,154
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
23,007
shares
|
$329,000
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
22,308
shares
|
$319,004
0.0% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
14,773
shares
|
$211,253
0.1% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,550
shares
|
$208,065
0.0% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,200
shares
|
$145,860
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,298
shares
|
$118,661
0.0% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,412
shares
|
$105,991
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,866
shares
|
$83,883
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,379
shares
|
$48,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
495
shares
|
$7,078
0.0% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
181
shares
|
$2,588
0.0% of portfolio
|
Q2 2025
Added 654.17%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
173
shares
|
$2,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
23
shares
|
$328
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|