Pathfinder BancorpPBHC
13F holders, Q1 2025 (March 31)23holders +2
3new positions
2sold out
$16.44avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Pathfinder Bancorp Inc. (PBHC) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Alliancebernstein L.P. ($5.2M), Minerva Advisors LLC ($4.3M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $537K |
| Exits | 2 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 73,876 shares bought and 147,631 shares sold, net −73,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Alliancebernstein L.P. | 0.00% | Add +9.3% | 315,302 | $5.2M |
| Minerva Advisors LLC | 3.06% | No change | 262,204 | $4.3M |
| Oppenheimer & Close, LLC | 1.25% | No change | 91,915 | $1.5M |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 38,429 | $632K |
| Vanguard Group Inc. | 0.00% | No change | 37,681 | $619K |
| Susquehanna International Group, LLP | 0.00% | Add +71.0% | 25,159 | $414K |
| Geode Capital Management, LLC | 0.00% | Add +7.4% | 24,934 | $410K |
| Monograph Wealth Advisors, LLC | 0.05% | Reduce -1.3% | 22,980 | $378K |
| Dimensional Fund Advisors LP | 0.00% | Add +6.4% | 20,904 | $344K |
| Clark Capital Management Group, Inc. | 0.00% | New | 17,062 | $280K |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 16,724 | $275K |
| FNY Investment Advisers, LLC | 0.16% | New | 15,573 | $256K |
| Caldwell Sutter Capital, Inc. | 0.12% | No change | 14,773 | $243K |
| Northern Trust Corp. | 0.00% | Add +2.3% | 13,410 | $220K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 10,200 | $168K |
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 7,642 | $126K |
| Royal Bank of Canada | 0.00% | No change | 5,866 | $96K |
| UBS Group AG | 0.00% | Add +185.8% | 826 | $14K |
| Morgan Stanley | 0.00% | Add +17.0% | 578 | $10K |
| Cwm, LLC | 0.00% | No change | 173 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 24 | $395 |
| Bank of America Corp. | 0.00% | Add +5.3% | 20 | $329 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $15 |
"% of holder's portfolio" is PBHC's weight in each manager's 13F, not the share of Pathfinder Bancorp Inc. the manager owns.