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 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
288,511
shares
|
$4.98 Million
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Minerva Advisors LLC
Bala Cynwyd, PA |
Feb 04, 2025 Q4 2024 |
262,204
shares
|
$4.52 Million
3.12% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Oppenheimer & Close, LLC
|
Feb 11, 2025 Q4 2024 |
91,915
shares
|
$1.59 Million
1.61% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Fourthstone LLC
St Louis, MO |
Feb 13, 2025 Q4 2024 |
88,300
shares
|
$1.52 Million
0.49% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
58,960
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
38,429
shares
|
$662,900
0.12% of portfolio
|
Q4 2021
Added 92.15%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
37,681
shares
|
$649,997
0.0% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
23,284
shares
|
$401,649
0.06% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
23,213
shares
|
$400,424
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
19,640
shares
|
$338,790
0.0% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
14,773
shares
|
$254,834
0.12% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,712
shares
|
$253,782
0.0% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,104
shares
|
$226,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,092
shares
|
$191,337
0.0% of portfolio
|
Q4 2024
Reduced 31.92%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
10,200
shares
|
$175,950
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,298
shares
|
$143,140
0.0% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,412
shares
|
$127,857
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,866
shares
|
$101,188
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
494
shares
|
$8,521
0.0% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
289
shares
|
$4,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
173
shares
|
$2,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
19
shares
|
$327
0.0% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|