Pathfinder BancorpPBHC

13F holders, Q2 2025 (June 30)
21holders −2
2new positions
3sold out
$15.28avg. 13F price*

At the end of Q2 2025, 21 institutions reported holding Pathfinder Bancorp Inc. (PBHC) in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Alliancebernstein L.P. ($5.4M), Minerva Advisors LLC ($3.9M) and Oppenheimer & Close, LLC ($1.4M).

Company
Pathfinder Bancorp Inc.
CUSIP
70319R109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 18Q1 2024Q2 2024: 20Q2 2024Q3 2024: 20Q3 2024Q4 2024: 21Q4 2024Q1 2025: 23Q1 2025Q2 2025: 21Q2 2025Q3 2025: 23Q3 2025Q4 2025: 21Q4 2025Q1 2026: 19Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$1.3M
Exits3$550K

All 13F filers, Q1 2025 → Q2 2025: 158,660 shares bought and 33,643 shares sold, net +125,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Alliancebernstein L.P. 0.00% Add +12.2% 353,656 $5.4M
Minerva Advisors LLC 2.58% No change 262,204 $3.9M
Oppenheimer & Close, LLC 1.08% No change 91,915 $1.4M
Fourthstone LLC 0.24% New 80,127 $1.2M
Vanguard Group Inc. 0.00% Add +8.6% 40,905 $627K
Susquehanna International Group, LLP 0.00% Add +53.3% 38,569 $592K
Hamilton Point Investment Advisors, LLC 0.10% No change 38,429 $590K
Osaic Holdings, Inc. 0.00% Add +102.1% 33,803 $537K
Geode Capital Management, LLC 0.00% Reduce -0.4% 24,836 $381K
Monograph Wealth Advisors, LLC 0.04% Add +0.1% 23,007 $353K
Dimensional Fund Advisors LP 0.00% Add +6.7% 22,308 $342K
Caldwell Sutter Capital, Inc. 0.10% No change 14,773 $227K
Northern Trust Corp. 0.00% Add +8.5% 14,550 $223K
Bridgeway Capital Management, LLC 0.00% No change 10,200 $156K
BlackRock, Inc. 0.00% Add +4.7% 7,998 $123K
Royal Bank of Canada 0.00% No change 5,866 $90K
Raymond James Financial Inc. 0.00% New 3,379 $52K
Morgan Stanley 0.00% Reduce -14.4% 495 $8K
Cwm, LLC 0.00% No change 173 $3K
Tower Research Capital LLC (TRC) 0.00% Add +654.2% 181 $3K
Bank of America Corp. 0.00% Add +15.0% 23 $352

"% of holder's portfolio" is PBHC's weight in each manager's 13F, not the share of Pathfinder Bancorp Inc. the manager owns.