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 2025
Institutional positions in Pathfinder Bancorp, Inc. as of Mar 31, 2025. 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
- 23
- +1 vs. Q4 2024
- Shares held
- 942.4K
- −73.8K (−7.3%) vs. Q4 2024
- Total value
- $15.5M
- −$2.08M (−11.8%) vs. Q4 2024
- New holders
- 3
- 10 more added
- Sold out
- 2
- 2 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pathfinder Bancorp, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $15 | 0.00% | +1 | Added |
| Bank of America Corp | 20 | $329 | 0.00% | +1+5.3% | Added |
| Tower Research Capital LLC (TRC) | 24 | $395 | 0.00% | +24 | New |
| CWM, LLC | 173 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 578 | $9.52K | 0.00% | +84+17.0% | Added |
| UBS Group AG | 826 | $13.6K | 0.00% | +537+185.8% | Added |
| Royal Bank of Canada | 5,866 | $96.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 7,642 | $125.6K | 0.00% | −67−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 10,200 | $167.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 13,410 | $220.5K | 0.00% | +306+2.3% | Added |
| Caldwell Sutter Capital, Inc. | 14,773 | $242.9K | 0.12% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15,573 | $256.0K | 0.16% | +15,573 | New |
| Advisor Group Holdings, Inc. | 16,724 | $275.0K | 0.00% | +65+0.4% | Added |
| Clark Capital Management Group, Inc. | 17,062 | $280.5K | 0.00% | +17,062 | New |
| Dimensional Fund Advisors LP | 20,904 | $343.7K | 0.00% | +1,264+6.4% | Added |
| Monograph Wealth Advisors, LLC | 22,980 | $377.8K | 0.05% | −304−1.3% | Reduced |
| Geode Capital Management, LLC | 24,934 | $410.0K | 0.00% | +1,721+7.4% | Added |
| Susquehanna International Group, LLP | 25,159 | $413.6K | 0.00% | +10,447+71.0% | Added |
| Vanguard Group Inc | 37,681 | $619.5K | 0.00% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 38,429 | $631.8K | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 91,915 | $1.51M | 1.25% | 00.0% | Unchanged |
| Minerva Advisors LLC | 262,204 | $4.31M | 3.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 315,302 | $5.18M | 0.00% | +26,791+9.3% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −88,300−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −58,960−100.0% | Sold out |