Pathfinder BancorpPBHC
13F holders, Q2 2024 (June 30)20holders +2
3new positions
0sold out
$13.14avg. 13F price*
At the end of Q2 2024, 20 institutions reported holding Pathfinder Bancorp Inc. (PBHC) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Alliancebernstein L.P. ($3.4M), Minerva Advisors LLC ($3.4M) and Oppenheimer & Close, LLC ($1.2M).
- Company
- Pathfinder Bancorp Inc.
- CUSIP
- 70319R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $622K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 69,576 shares bought and 737 shares sold, net +68,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Alliancebernstein L.P. | 0.00% | Add +5.4% | 260,575 | $3.4M |
| Minerva Advisors LLC | 2.27% | No change | 262,204 | $3.4M |
| Oppenheimer & Close, LLC | 1.06% | Add +0.2% | 91,915 | $1.2M |
| M3F, Inc. | 0.38% | No change | 77,265 | $1.0M |
| Fourthstone LLC | 0.20% | New | 47,117 | $621K |
| Hamilton Point Investment Advisors, LLC | 0.10% | No change | 38,429 | $507K |
| Vanguard Group Inc. | 0.00% | No change | 37,681 | $497K |
| Monograph Wealth Advisors, LLC | 0.06% | Add +0.1% | 29,695 | $391K |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 23,976 | $316K |
| Dimensional Fund Advisors LP | 0.00% | Add +11.7% | 18,604 | $245K |
| Osaic Holdings, Inc. | 0.00% | No change | 16,292 | $215K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 15,373 | $203K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 10,200 | $134K |
| BlackRock Inc. | 0.00% | Reduce -6.7% | 8,298 | $109K |
| Royal Bank of Canada | 0.00% | Add +5110.5% | 5,940 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -9.9% | 1,078 | $14K |
| Morgan Stanley | 0.00% | No change | 494 | $7K |
| UBS Group AG | 0.00% | Add +357.5% | 366 | $5K |
| Bank of America Corp. | 0.00% | New | 19 | $251 |
| Innealta Capital, LLC | 0.00% | New | 8 | $105 |
"% of holder's portfolio" is PBHC's weight in each manager's 13F, not the share of Pathfinder Bancorp Inc. the manager owns.