Pathfinder BancorpPBHC
13F holders, Q4 2024 (December 31)21holders +1
3new positions
1sold out
$17.29avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Pathfinder Bancorp Inc. (PBHC) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Alliancebernstein L.P. ($5.0M), Minerva Advisors LLC ($4.5M) and Oppenheimer & Close, LLC ($1.6M).
- Company
- Pathfinder Bancorp Inc.
- CUSIP
- 70319R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $237K |
| Exits | 1 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 38,245 shares bought and 7,253 shares sold, net +30,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Alliancebernstein L.P. | 0.00% | Add +0.9% | 288,511 | $5.0M |
| Minerva Advisors LLC | 2.61% | No change | 262,204 | $4.5M |
| Oppenheimer & Close, LLC | 1.32% | No change | 91,915 | $1.6M |
| Fourthstone LLC | 0.30% | Add +10.8% | 88,300 | $1.5M |
| Inspire Investing, LLC | 0.11% | Add +16.7% | 58,960 | $1.0M |
| Hamilton Point Investment Advisors, LLC | 0.12% | No change | 38,429 | $673K |
| Vanguard Group Inc. | 0.00% | No change | 37,681 | $643K |
| Monograph Wealth Advisors, LLC | 0.05% | Reduce -21.6% | 23,284 | $397K |
| Geode Capital Management, LLC | 0.00% | No change | 23,213 | $396K |
| Dimensional Fund Advisors LP | 0.00% | Add +5.5% | 19,640 | $335K |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 16,659 | $292K |
| Caldwell Sutter Capital, Inc. | 0.12% | No change | 14,773 | $258K |
| Susquehanna International Group, LLP | 0.00% | Add +31.9% | 14,712 | $251K |
| Northern Trust Corp. | 0.00% | New | 13,104 | $229K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 10,200 | $174K |
| BlackRock, Inc. | 0.00% | Reduce -6.7% | 7,709 | $135K |
| Royal Bank of Canada | 0.00% | No change | 5,866 | $103K |
| Morgan Stanley | 0.00% | No change | 494 | $9K |
| UBS Group AG | 0.00% | New | 289 | $5K |
| Cwm, LLC | 0.00% | New | 173 | $3K |
| Bank of America Corp. | 0.00% | Reduce -13.6% | 19 | $332 |
"% of holder's portfolio" is PBHC's weight in each manager's 13F, not the share of Pathfinder Bancorp Inc. the manager owns.