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 2023
Institutional positions in Pathfinder Bancorp, Inc. as of Sep 30, 2023. 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
- 19
- +1 vs. Q2 2023
- Shares held
- 876.3K
- +48.9K (+5.9%) vs. Q2 2023
- Total value
- $11.7M
- +$90.3K (+0.8%) vs. Q2 2023
- New holders
- 3
- 6 more added
- Sold out
- 2
- 5 more reduced
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pathfinder Bancorp, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Minerva Advisors LLC | 256,599 | $3.39M | 2.37% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 234,743 | $3.10M | 0.00% | +72,872+45.0% | Added |
| Oppenheimer & Close, LLC | 91,718 | $1.21M | 1.21% | 00.0% | Unchanged |
| M3F, Inc. | 81,466 | $1.08M | 0.36% | −2,000−2.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 38,429 | $508.0K | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 37,290 | $493.0K | 0.00% | +2,735+7.9% | Added |
| Monograph Wealth Advisors, LLC | 29,611 | $415.7K | 0.08% | +24+0.1% | Added |
| Advisor Group Holdings, Inc. | 29,596 | $391.3K | 0.00% | +11,159+60.5% | Added |
| Geode Capital Management, LLC | 23,143 | $325.0K | 0.00% | +7,625+49.1% | Added |
| Dimensional Fund Advisors LP | 16,497 | $231.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15,373 | $204.9K | 0.11% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 10,200 | $143.2K | 0.00% | +10,200 | New |
| BlackRock Inc. | 8,561 | $113.2K | 0.00% | −1,140−11.8% | Reduced |
| Creative Planning | 2,000 | $28.1K | 0.00% | +2,000 | New |
| Morgan Stanley | 558 | $7.38K | 0.00% | +494+771.9% | Added |
| Tower Research Capital LLC (TRC) | 404 | $5.34K | 0.00% | −311−43.5% | Reduced |
| Royal Bank of Canada | 75 | $1.00K | 0.00% | −83−52.5% | Reduced |
| Bank of America Corp | 18 | $238 | 0.00% | +18 | New |
| Wells Fargo & Company | 17 | $236 | 0.00% | −8−32.0% | Reduced |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −54,318−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −380−100.0% | Sold out |