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Pathfinder Bancorp, Inc.

PBHC
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001609065

No open-market purchases or sales by Pathfinder Bancorp, Inc. insiders were filed in the last 90 days; 20 institutions reported holding it in 13F filings for Q2 2026, worth $16.8M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Pathfinder Bancorp, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
16
+1 vs. Q2 2021
Shares held
614.1K
+40.2K (+7.0%) vs. Q2 2021
Total value
$9.92M
+$848.0K (+9.3%) vs. Q2 2021
New holders
3
3 more added
Sold out
2
1 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PBHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 16 institutions
Q1 2021: 16 institutionsQ2 2021: 15 institutionsQ3 2021: 16 institutionsQ4 2021: 21 institutionsQ1 2022: 20 institutionsQ2 2022: 17 institutionsQ3 2022: 17 institutionsQ4 2022: 17 institutionsQ1 2023: 17 institutionsQ2 2023: 18 institutionsQ3 2023: 19 institutionsQ4 2023: 19 institutionsQ1 2024: 18 institutionsQ2 2024: 21 institutionsQ3 2024: 20 institutionsQ4 2024: 22 institutionsQ1 2025: 23 institutionsQ2 2025: 22 institutionsQ3 2025: 23 institutionsQ4 2025: 21 institutionsQ1 2026: 20 institutionsQ2 2026: 20 institutions
Value heldQ3 2021: $9.92M
Q1 2021: $7.83MQ2 2021: $9.07MQ3 2021: $9.92MQ4 2021: $14.4MQ1 2022: $17.5MQ2 2022: $15.5MQ3 2022: $15.9MQ4 2022: $14.6MQ1 2023: $13.7MQ2 2023: $11.6MQ3 2023: $11.7MQ4 2023: $12.2MQ1 2024: $10.8MQ2 2024: $12.4MQ3 2024: $15.6MQ4 2024: $17.6MQ1 2025: $15.5MQ2 2025: $16.3MQ3 2025: $17.7MQ4 2025: $16.4MQ1 2026: $15.2MQ2 2026: $16.8M
Institutions holding PBHC and their total value by quarter
QuarterHoldersValue
Q2 202620$16.8M
Q1 202620$15.2M
Q4 202521$16.4M
Q3 202523$17.7M
Q2 202522$16.3M
Q1 202523$15.5M
Q4 202422$17.6M
Q3 202420$15.6M
Q2 202421$12.4M
Q1 202418$10.8M
Q4 202319$12.2M
Q3 202319$11.7M
Q2 202318$11.6M
Q1 202317$13.7M
Q4 202217$14.6M
Q3 202217$15.9M
Q2 202217$15.5M
Q1 202220$17.5M
Q4 202121$14.4M
Q3 202116$9.92M
Q2 202115$9.07M
Q1 202116$7.83M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Pathfinder Bancorp, Inc.; share changes are against Q2 2021.

Institutions holding PBHC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Minerva Advisors LLC254,045$4.09M2.38%00.0%Unchanged
Oppenheimer & Close, LLC99,331$1.61M1.54%00.0%Unchanged
M3F, Inc.68,113$1.10M0.36%00.0%Unchanged
Vanguard Group Inc54,066$876.0K0.00%+22,366+70.6%Added
Boothbay Fund Management, LLC47,742$773.0K0.03%+6,501+15.8%Added
Alliancebernstein L.P.21,617$350.0K0.00%+21,617New
Hamilton Point Investment Advisors, LLC20,000$324.0K0.09%00.0%Unchanged
Dimensional Fund Advisors LP15,182$247.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.10,691$173.0K0.00%00.0%Unchanged
BlackRock Inc.9,468$153.0K0.00%+650+7.4%Added
American Portfolios Advisors7,412$120.1K0.00%00.0%Unchanged
NEXT Financial Group, Inc5,000$81.0K0.01%00.0%Unchanged
UBS Group AG1,198$19.0K0.00%+1,198New
Tower Research Capital LLC (TRC)141$2.00K0.00%+141New
Morgan Stanley64$1.00K0.00%00.0%Unchanged
Wells Fargo & Company20$00.00%−1−4.8%Reduced
Santa Monica Partners LP0$00.00%−12,285−100.0%Sold out
Bank of America Corp0$00.00%−22−100.0%Sold out