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 2024
Institutional positions in Pathfinder Bancorp, Inc. as of Sep 30, 2024. 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. Q2 2024
- Shares held
- 985.1K
- +47.9K (+5.1%) vs. Q2 2024
- Total value
- $15.6M
- +$3.27M (+26.5%) vs. Q2 2024
- New holders
- 3
- 6 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Pathfinder Bancorp, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 285,804 | $4.52M | 0.00% | +25,229+9.7% | Added |
| Minerva Advisors LLC | 262,204 | $4.11M | 2.38% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 91,915 | $1.46M | 1.17% | 00.0% | Unchanged |
| Fourthstone LLC | 79,721 | $1.26M | 0.28% | +32,604+69.2% | Added |
| CWM Advisors, LLC | 50,524 | $806.9K | 0.08% | +50,524 | New |
| Hamilton Point Investment Advisors, LLC | 38,429 | $608.3K | 0.11% | 00.0% | Unchanged |
| Vanguard Group Inc | 37,681 | $601.8K | 0.00% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 29,719 | $474.6K | 0.06% | +24+0.1% | Added |
| Geode Capital Management, LLC | 23,213 | $370.8K | 0.00% | −763−3.2% | Reduced |
| Dimensional Fund Advisors LP | 18,608 | $297.2K | 0.00% | +40.0% | Added |
| Advisor Group Holdings, Inc. | 16,292 | $257.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14,773 | $234.1K | 0.11% | −600−3.9% | Reduced |
| Susquehanna International Group, LLP | 11,154 | $178.1K | 0.00% | +11,154 | New |
| Bridgeway Capital Management, LLC | 10,200 | $162.9K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 8,266 | $130.8K | 0.00% | +8,266 | New |
| Royal Bank of Canada | 5,866 | $93.0K | 0.00% | −74−1.2% | Reduced |
| Morgan Stanley | 494 | $7.82K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 257 | $4.07K | 0.00% | −821−76.2% | Reduced |
| Bank of America Corp | 22 | $348 | 0.00% | +3+15.8% | Added |
| Wells Fargo & Company | 1 | $13 | 0.00% | +1 | Added |
| M3F, Inc. | 0 | $0 | 0.00% | −77,265−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |