OSAIC HOLDINGS, INC.

Position in PBHC — Pathfinder Bancorp, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in PBHC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$229,820

-$23,087 QoQ

Shares Held

18,011

+0.5% QoQ

Ownership

0.288%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 19 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $246,444,075 across 256 Banks - Regional names. PBHC ranks #102 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	239,973	$49,935,980
2	USB	US Bancorp De	477,658	$24,842,990
3	TFC	Truist Financial Corp	375,203	$17,248,079
4	MTB	M&T Bank Corp	47,719	$9,864,470
5	WSBC	Wesbanco Inc	269,966	$9,311,126
6	ABCB	Ameris Bancorp	119,280	$9,302,646
7	AUB	Atlantic Union Bankshares Corp	246,277	$8,801,938
8	FITB	Fifth Third Bancorp	153,030	$7,109,772

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$229,820	18,011	+0.5%	Shares	Defined	2026-05-15
2025-12-31	$252,907	17,924	-12.2%	Shares	Defined	2026-02-17
2025-09-30	$320,013	20,409	-39.6%	Shares	Defined	2025-11-14
2025-06-30	$518,538	33,803	+102.1%	Shares	Defined	2025-09-04
2025-03-31	$274,942	16,724	+0.4%	Shares	Defined	2025-05-12
2024-12-31	$291,532	16,659	+2.3%	Shares	Defined	2025-06-06
2024-09-30	$257,902	16,292	0.0%	Shares	Sole	2024-11-13
2024-06-30	$214,891	16,292	0.0%	Shares	Defined	2024-08-13
2024-03-31	$201,694	16,292	-12.0%	Shares	Sole	2024-05-10
2023-12-31	$259,240	18,504	-37.5%	Shares	Defined	2024-02-12
2023-09-30	$408,424	29,596	+60.5%	Shares	Sole	2023-11-13
2023-06-30	$259,961	18,437	+0.4%	Shares	Sole	2023-08-21
2023-03-31	$317,163	18,365	+0.3%	Shares	Defined	2023-05-12
2022-12-31	$350,510	18,313	+68.8%	Shares	Defined	2023-02-10
2022-09-30	$220,689	10,850	+0.5%	Shares	Defined	2022-11-14
2022-06-30	$215,263	10,801	+0.5%	Shares	Defined	2022-08-10
2022-03-31	$236,306	10,751	0.0%	Shares	Defined	2022-05-04
2021-12-31	$184,594	10,751	+0.6%	Shares	Defined	2022-02-03
2021-09-30	$173,194	10,691	0.0%	Shares	Defined	2021-11-05
2021-06-30	$170,735	10,691	0.0%	Shares	Defined	2021-08-02
2021-03-31	$156,623	10,691	-8.9%	Shares	Defined	2021-05-13
2020-12-31	$134,729	11,736	0.0%	Shares	Defined	2021-02-10
2020-09-30	$120,880	11,736	0.0%	Shares	Defined	2020-11-12
2020-06-30	$111,961	11,736	0.0%	Shares	Defined	2020-08-14
2020-03-31	$125,575	11,736	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.