Institutional Ownership Pathfinder Bancorp, Inc. (PBHC)
This table provides information about the institutional ownership of Pathfinder Bancorp, Inc. (PBHC). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.14 Million shares, which have been reported (via 13F filing form) to have a value of $17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
446,053
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2025
Added 26.13%
|
|
|
Minerva Advisors LLC
Bala Cynwyd, PA |
Nov 12, 2025 Q3 2025 |
262,204
shares
|
$3.89 Million
2.77% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Oppenheimer & Close, LLC
|
Nov 10, 2025 Q3 2025 |
91,915
shares
|
$1.36 Million
1.22% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
87,231
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
39,981
shares
|
$593,717
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
38,429
shares
|
$570,670
0.09% of portfolio
|
Q4 2021
Added 92.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
25,248
shares
|
$374,932
0.0% of portfolio
|
Q3 2025
Reduced 34.54%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
25,199
shares
|
$374,205
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
22,308
shares
|
$331,273
0.0% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
22,293
shares
|
$331,051
0.04% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
20,409
shares
|
$303,073
0.0% of portfolio
|
Q3 2025
Reduced 39.62%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
14,773
shares
|
$219,379
0.1% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,908
shares
|
$191,683
0.0% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
10,200
shares
|
$151,470
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,298
shares
|
$123,225
0.0% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,412
shares
|
$110,068
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,983
shares
|
$88,847
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
495
shares
|
$7,350
0.0% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
490
shares
|
$7,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
332
shares
|
$4,930
0.0% of portfolio
|
Q3 2025
Added 83.43%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
173
shares
|
$2,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2
shares
|
$29
0.0% of portfolio
|
Q3 2025
Reduced 91.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|