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 25 institutions that hold shares in the stock, with a total of 950,448 shares, which have been reported (via 13F filing form) to have a value of $14.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
315,302
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Minerva Advisors LLC
Bala Cynwyd, PA |
May 08, 2025 Q1 2025 |
262,204
shares
|
$4 Million
3.23% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Oppenheimer & Close, LLC
|
Apr 29, 2025 Q1 2025 |
91,915
shares
|
$1.4 Million
1.49% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
38,429
shares
|
$585,657
0.12% of portfolio
|
Q4 2021
Added 92.15%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
37,681
shares
|
$574,258
0.0% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,159
shares
|
$383,423
0.0% of portfolio
|
Q1 2025
Added 71.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
24,934
shares
|
$379,994
0.0% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
22,980
shares
|
$350,215
0.05% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
20,904
shares
|
$318,576
0.0% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
17,062
shares
|
$260,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,724
shares
|
$254,873
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
15,573
shares
|
$237,332
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
14,773
shares
|
$225,140
0.1% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
13,410
shares
|
$204,368
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
10,200
shares
|
$155,448
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,298
shares
|
$126,461
0.0% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,412
shares
|
$112,958
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,866
shares
|
$89,397
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
826
shares
|
$12,588
0.0% of portfolio
|
Q1 2025
Added 185.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
578
shares
|
$8,808
0.0% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
173
shares
|
$2,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
24
shares
|
$365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
20
shares
|
$304
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|