MONOGRAPH WEALTH ADVISORS, LLC
Position in PBHC — Pathfinder Bancorp, Inc.
CIK 1776588
MANHATTAN BEACH, CA
Position in PBHC
as of Dec 31, 2025
· filed Feb 13, 2026
Position Value
$159,443
-$190,111 QoQ
Shares Held
11,300
-49.3% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBHC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MONOGRAPH WEALTH ADVISORS, LLC holds $496,160 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCAL |
California BanCorp \ CA
|
28,000 | $496,160 |
All Filings in PBHC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $159,443 | 11,300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,554 | 22,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $352,927 | 23,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $377,791 | 22,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $407,470 | 23,284 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $470,451 | 29,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $391,677 | 29,695 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $367,227 | 29,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $415,214 | 29,637 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $408,631 | 29,611 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $417,176 | 29,587 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $510,518 | 29,561 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $565,453 | 29,543 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $600,558 | 29,526 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $792,775 | 39,778 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $950,063 | 43,224 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,075,151 | 62,618 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||