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 23 institutions that hold shares in the stock, with a total of 952,941 shares, which have been reported (via 13F filing form) to have a value of $15.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Minerva Advisors LLC
Bala Cynwyd, PA |
Aug 12, 2024 Q2 2024 |
262,204
shares
|
$4.22 Million
2.65% of portfolio
|
Q1 2024
Added 2.18%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
260,575
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2024
Added 5.39%
|
|
Oppenheimer & Close, LLC
|
Jul 25, 2024 Q2 2024 |
91,915
shares
|
$1.48 Million
1.26% of portfolio
|
Q2 2024
Added 0.21%
|
|
M3 F, Inc.
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
77,265
shares
|
$1.24 Million
0.38% of portfolio
|
Q4 2023
Reduced 5.16%
|
|
Fourthstone LLC
St Louis, MO |
Aug 14, 2024 Q2 2024 |
47,117
shares
|
$758,112
0.27% of portfolio
|
Q2 2024
New holding
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
38,429
shares
|
$618,322
0.1% of portfolio
|
Q4 2021
Added 92.15%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
37,681
shares
|
$606,287
0.0% of portfolio
|
Q1 2024
Added 0.03%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
29,695
shares
|
$477,792
0.06% of portfolio
|
Q2 2024
Added 0.11%
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
23,976
shares
|
$385,773
0.0% of portfolio
|
Q2 2024
Added 3.6%
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
18,604
shares
|
$299,338
0.0% of portfolio
|
Q2 2024
Added 11.65%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
16,292
shares
|
$262,138
0.0% of portfolio
|
Q1 2024
Reduced 11.95%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
15,373
shares
|
$247,351
0.1% of portfolio
|
Q4 2022
New holding
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
10,200
shares
|
$164,118
0.0% of portfolio
|
Q3 2023
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,298
shares
|
$133,514
0.0% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,412
shares
|
$119,259
0.01% of portfolio
|
Q3 2022
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,940
shares
|
$95,574
0.0% of portfolio
|
Q2 2024
Added 5110.53%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1,078
shares
|
$17,345
0.0% of portfolio
|
Q2 2024
Reduced 9.87%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
494
shares
|
$7,948
0.0% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
366
shares
|
$5,888
0.0% of portfolio
|
Q2 2024
Added 357.5%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
19
shares
|
$305
0.0% of portfolio
|
Q2 2024
New holding
|
|
Innealta Capital, LLC
Austin, TX |
Jul 29, 2024 Q2 2024 |
8
shares
|
$128
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|