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, Q1 2022
Institutional positions in Pathfinder Bancorp, Inc. as of Mar 31, 2022. 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
- 20
- 0 vs. Q4 2021
- Shares held
- 809.0K
- −34.4K (−4.1%) vs. Q4 2021
- Total value
- $17.5M
- +$3.19M (+22.2%) vs. Q4 2021
- New holders
- 3
- 5 more added
- Sold out
- 3
- 5 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 20 | $16.8M |
| Q1 2026 | 20 | $15.2M |
| Q4 2025 | 21 | $16.4M |
| Q3 2025 | 23 | $17.7M |
| Q2 2025 | 22 | $16.3M |
| Q1 2025 | 23 | $15.5M |
| Q4 2024 | 22 | $17.6M |
| Q3 2024 | 20 | $15.6M |
| Q2 2024 | 21 | $12.4M |
| Q1 2024 | 18 | $10.8M |
| Q4 2023 | 19 | $12.2M |
| Q3 2023 | 19 | $11.7M |
| Q2 2023 | 18 | $11.6M |
| Q1 2023 | 17 | $13.7M |
| Q4 2022 | 17 | $14.6M |
| Q3 2022 | 17 | $15.9M |
| Q2 2022 | 17 | $15.5M |
| Q1 2022 | 20 | $17.5M |
| Q4 2021 | 21 | $14.4M |
| Q3 2021 | 16 | $9.92M |
| Q2 2021 | 15 | $9.07M |
| Q1 2021 | 16 | $7.83M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Pathfinder Bancorp, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Minerva Advisors LLC | 251,649 | $5.37M | 3.48% | −970.0% | Reduced |
| Basswood Capital Management, L.L.C. | 97,145 | $2.13M | 0.10% | +77,429+392.7% | Added |
| M3F, Inc. | 94,685 | $2.08M | 0.69% | +26,572+39.0% | Added |
| Oppenheimer & Close, LLC | 91,718 | $2.02M | 1.74% | 00.0% | Unchanged |
| Howe & Rusling Inc | 45,645 | $973.0K | 0.11% | +3,509+8.3% | Added |
| Vanguard Group Inc | 42,554 | $935.0K | 0.00% | −12,196−22.3% | Reduced |
| Monograph Wealth Advisors, LLC | 43,224 | $921.0K | 0.23% | −19,394−31.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 38,429 | $845.0K | 0.22% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 36,786 | $809.0K | 0.00% | +10,023+37.5% | Added |
| Dimensional Fund Advisors LP | 15,182 | $324.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,751 | $236.0K | 0.00% | 00.0% | Unchanged |
| Eidelman Virant Capital | 10,000 | $219.0K | 0.12% | 00.0% | Unchanged |
| BlackRock Inc. | 9,394 | $206.0K | 0.00% | −254−2.6% | Reduced |
| BHZ Capital Management, LP | 9,293 | $204.0K | 0.08% | +9,293 | New |
| American Portfolios Advisors | 7,412 | $162.9K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,092 | $44.2K | 0.01% | −131,375−98.4% | Reduced |
| Creative Planning | 2,000 | $43.0K | 0.00% | +2,000 | New |
| Money Concepts Capital Corp | 1,000 | $22.0K | 0.00% | +1,000 | New |
| Morgan Stanley | 67 | $1.00K | 0.00% | +3+4.7% | Added |
| Wells Fargo & Company | 20 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |