Pathfinder BancorpPBHC

13F holders, Q3 2025 (September 30)
23holders +2
2new positions
1sold out
$15.63avg. 13F price*

At the end of Q3 2025, 23 institutions reported holding Pathfinder Bancorp Inc. (PBHC) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Alliancebernstein L.P. ($7.0M), Minerva Advisors LLC ($4.1M) 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$8K
Exits1$52K

All 13F filers, Q2 2025 → Q3 2025: 100,848 shares bought and 33,395 shares sold, net +67,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Alliancebernstein L.P. 0.00% Add +26.1% 446,053 $7.0M
Minerva Advisors LLC 2.61% No change 262,204 $4.1M
Oppenheimer & Close, LLC 0.97% No change 91,915 $1.4M
Fourthstone LLC 0.25% Add +8.9% 87,231 $1.4M
Vanguard Group Inc. 0.00% Reduce -2.3% 39,981 $617K
Hamilton Point Investment Advisors, LLC 0.09% No change 38,429 $602K
Susquehanna International Group, LLP 0.00% Reduce -34.5% 25,248 $390K
Geode Capital Management, LLC 0.00% Add +1.5% 25,199 $389K
Dimensional Fund Advisors LP 0.00% No change 22,308 $344K
Monograph Wealth Advisors, LLC 0.03% Reduce -3.1% 22,293 $344K
Osaic Holdings, Inc. 0.00% Reduce -39.6% 20,409 $307K
Caldwell Sutter Capital, Inc. 0.10% No change 14,773 $231K
Northern Trust Corp. 0.00% Reduce -11.3% 12,908 $202K
Bridgeway Capital Management, LLC 0.00% No change 10,200 $157K
BlackRock, Inc. 0.00% Add +2.8% 8,222 $129K
Royal Bank of Canada 0.00% Add +2.0% 5,983 $94K
Morgan Stanley 0.00% No change 495 $8K
UBS Group AG 0.00% New 490 $8K
Tower Research Capital LLC (TRC) 0.00% Add +83.4% 332 $5K
Cwm, LLC 0.00% No change 173 $3K
Bank of America Corp. 0.00% Reduce -91.3% 2 $31
Citigroup Inc. 0.00% New 1 $15
Wells Fargo & Company 0.00% Add +0.0% 1 $9

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