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, Q4 2023
Institutional positions in Pathfinder Bancorp, Inc. as of Dec 31, 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
- 0 vs. Q3 2023
- Shares held
- 878.7K
- +2.39K (+0.3%) vs. Q3 2023
- Total value
- $12.2M
- +$584.5K (+5.0%) vs. Q3 2023
- New holders
- 2
- 7 more added
- Sold out
- 2
- 3 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pathfinder Bancorp, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 18 | $259 | 0.00% | +1+5.9% | Added |
| Royal Bank of Canada | 215 | $3.00K | 0.00% | +140+186.7% | Added |
| Morgan Stanley | 526 | $7.37K | 0.00% | −32−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 992 | $13.9K | 0.00% | +588+145.5% | Added |
| Rockbridge Investment Management, LCC | 2,092 | $28.9K | 0.00% | +2,092 | New |
| BlackRock Inc. | 9,098 | $127.5K | 0.00% | +537+6.3% | Added |
| Bridgeway Capital Management, LLC | 10,200 | $141.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 11,941 | $167.3K | 0.00% | +11,941 | New |
| Caldwell Sutter Capital, Inc. | 15,373 | $215.0K | 0.11% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,497 | $228.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,504 | $259.2K | 0.00% | −11,092−37.5% | Reduced |
| Geode Capital Management, LLC | 23,143 | $319.9K | 0.00% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 29,637 | $409.6K | 0.07% | +26+0.1% | Added |
| Vanguard Group Inc | 37,670 | $527.8K | 0.00% | +380+1.0% | Added |
| Hamilton Point Investment Advisors, LLC | 38,429 | $538.4K | 0.11% | 00.0% | Unchanged |
| M3F, Inc. | 77,265 | $1.08M | 0.34% | −4,201−5.2% | Reduced |
| Oppenheimer & Close, LLC | 91,718 | $1.28M | 1.17% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 238,773 | $3.35M | 0.00% | +4,030+1.7% | Added |
| Minerva Advisors LLC | 256,599 | $3.54M | 2.21% | 00.0% | Unchanged |
| Creative Planning | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −18−100.0% | Sold out |