Pathfinder BancorpPBHC
13F holders, Q3 2024 (September 30)20holders
2new positions
3sold out
$15.81avg. 13F price*
At the end of Q3 2024, 20 institutions reported holding Pathfinder Bancorp Inc. (PBHC) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were Alliancebernstein L.P. ($4.5M), Minerva Advisors LLC ($4.1M) and Oppenheimer & Close, LLC ($1.5M).
- Company
- Pathfinder Bancorp Inc.
- CUSIP
- 70319R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $985K |
| Exits | 3 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 119,543 shares bought and 79,897 shares sold, net +39,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Alliancebernstein L.P. | 0.00% | Add +9.7% | 285,804 | $4.5M |
| Minerva Advisors LLC | 2.38% | No change | 262,204 | $4.1M |
| Oppenheimer & Close, LLC | 1.17% | No change | 91,915 | $1.5M |
| Fourthstone LLC | 0.28% | Add +69.2% | 79,721 | $1.3M |
| Inspire Investing, LLC | 0.08% | New | 50,524 | $807K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 38,429 | $608K |
| Vanguard Group Inc. | 0.00% | No change | 37,681 | $602K |
| Monograph Wealth Advisors, LLC | 0.06% | Add +0.1% | 29,719 | $475K |
| Geode Capital Management, LLC | 0.00% | Reduce -3.2% | 23,213 | $371K |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 18,608 | $297K |
| Osaic Holdings, Inc. | 0.00% | No change | 16,292 | $258K |
| Caldwell Sutter Capital, Inc. | 0.11% | Reduce -3.9% | 14,773 | $234K |
| Susquehanna International Group, LLP | 0.00% | New | 11,154 | $178K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 10,200 | $163K |
| BlackRock, Inc. | 0.00% | — | 8,266 | $131K |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 5,866 | $93K |
| Morgan Stanley | 0.00% | No change | 494 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.2% | 257 | $4K |
| Bank of America Corp. | 0.00% | Add +15.8% | 22 | $348 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $13 |
"% of holder's portfolio" is PBHC's weight in each manager's 13F, not the share of Pathfinder Bancorp Inc. the manager owns.