Pathfinder BancorpPBHC
13F holders, Q1 2024 (March 31)18holders
$12.33avg. 13F price*
At the end of Q1 2024, 18 institutions reported holding Pathfinder Bancorp Inc. (PBHC) in their 13F filings. The largest holders were Minerva Advisors LLC ($3.2M), Alliancebernstein L.P. ($3.1M) and Oppenheimer & Close, LLC ($1.1M).
- Company
- Pathfinder Bancorp Inc.
- CUSIP
- 70319R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $990 |
| Exits | 2 | $196K |
Ownership 18 holders
| Minerva Advisors LLC | 1.95% | Add +2.2% | 262,204 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +3.5% | 247,258 | $3.1M |
| Oppenheimer & Close, LLC | 0.98% | No change | 91,718 | $1.1M |
| M3F, Inc. | 0.34% | No change | 77,265 | $957K |
| Hamilton Point Investment Advisors, LLC | 0.09% | No change | 38,429 | $476K |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 37,681 | $466K |
| Monograph Wealth Advisors, LLC | 0.05% | Add +0.1% | 29,663 | $372K |
| Geode Capital Management, LLC | 0.00% | No change | 23,143 | $291K |
| Dimensional Fund Advisors LP | 0.00% | Add +1.0% | 16,663 | $209K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.9% | 16,292 | $202K |
| Caldwell Sutter Capital, Inc. | 0.09% | No change | 15,373 | $191K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 10,200 | $128K |
| BlackRock Inc. | 0.00% | Reduce -2.2% | 8,898 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +20.6% | 1,196 | $15K |
| Morgan Stanley | 0.00% | Reduce -6.1% | 494 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -47.0% | 114 | $1K |
| UBS Group AG | 0.00% | New | 80 | $990 |
| Wells Fargo & Company | 0.00% | Add +5.6% | 19 | $240 |
"% of holder's portfolio" is PBHC's weight in each manager's 13F, not the share of Pathfinder Bancorp Inc. the manager owns.