DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

PBHC — Pathfinder Bancorp, Inc.

Top Portfolio Positions

3,152 positions · $471,046,239,881 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.50%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.15%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.30%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.73%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.27%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.18%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.12%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.02%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.84%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.82%

25 quarters · across all stocks

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$285,492	22,374	0.0%	Shares	Sole	2026-05-07
2025-12-31	$315,696	22,374	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$349,789	22,308	0.0%	Shares	Sole	2025-11-12
2025-06-30	$342,204	22,308	+6.7%	Shares	Sole	2025-08-12
2025-03-31	$343,660	20,904	+6.4%	Shares	Sole	2025-05-13
2024-12-31	$343,699	19,640	+5.5%	Shares	Sole	2025-02-13
2024-09-30	$294,564	18,608	+0.0%	Shares	Sole	2024-11-07
2024-06-30	$245,386	18,604	+11.6%	Shares	Sole	2024-08-09
2024-03-31	$206,287	16,663	+1.0%	Shares	Sole	2024-05-10
2023-12-31	$231,122	16,497	0.0%	Shares	Sole	2024-02-07
2023-09-30	$227,658	16,497	0.0%	Shares	Sole	2023-11-09
2023-06-30	$232,607	16,497	-0.1%	Shares	Sole	2023-08-09
2023-03-31	$285,248	16,517	0.0%	Shares	Sole	2023-05-12
2022-12-31	$316,134	16,517	+0.8%	Shares	Sole	2023-02-09
2022-09-30	$333,209	16,382	+4.8%	Shares	Sole	2022-11-10
2022-06-30	$311,624	15,636	+3.0%	Shares	Sole	2022-08-12
2022-03-31	$333,700	15,182	0.0%	Shares	Sole	2022-05-13
2021-12-31	$260,674	15,182	0.0%	Shares	Sole	2022-02-09
2021-09-30	$245,948	15,182	0.0%	Shares	Sole	2021-11-12
2021-06-30	$242,456	15,182	+4.9%	Shares	Sole	2021-08-12
2021-03-31	$212,088	14,477	0.0%	Shares	Sole	2021-05-14
2020-12-31	$166,195	14,477	0.0%	Shares	Sole	2021-02-25
2020-09-30	$149,113	14,477	0.0%	Shares	Sole	2020-11-12
2020-06-30	$138,110	14,477	0.0%	Shares	Sole	2020-08-13
2020-03-31	$154,903	14,477	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.