PBHC · Pathfinder Bancorp, Inc.
$16.00
-0.05 (-0.31%)
At close · Jul 21
Market Cap
$100.07M
Shares
6.26M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 20
Total Value: $14,599,892
Total Shares: 1,144,193
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 20 13F filers · Δ vs Dec 31, 2025Top Holder
41.4%
+0.5 pts
Top 5
85.9%
−0.5 pts
Top 10
94.7%
−0.9 pts
HHI
2,441
Moderately concentrated+28
Quarterly Activity
vs Dec 31, 2025
New
3
Increased
3
Decreased
5
Sold Out
5
Unchanged
9
Holder count:
-2
Institutional value:
-30.0%
Shares held:
-22.6%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega BlackRock, Inc. | +2,192 | 10,750 | |
| Mid Tower Research Capital LLC (TRC) | +232 | 462 | |
| Large OSAIC HOLDINGS, INC. | +87 | 18,011 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | −3,483 | 20,232 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | −3,008 | 22,936 | |
| Mega ALLIANCEBERNSTEIN L.P. | −367 | 473,764 | |
| Mega NORTHERN TRUST CORP | −93 | 16,366 | |
| Mega WELLS FARGO & COMPANY/MN | −1 | 0 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 116,627 | $1,488,160 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 16,980 | $216,664 | |
| Mega Vanguard Global Advisers, LLC | 1,636 | $20,875 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| — Pathfinder Bank Employee Stock Ownership Plan Trust | 317,463 | $4,479,402 | |
| Mega VANGUARD GROUP INC | 135,243 | $1,908,276 | |
| Small MONOGRAPH WEALTH ADVISORS, LLC | 11,300 | $159,443 | |
| Mega UBS Group AG | 4 | $56 | |
| Mega BANK OF AMERICA CORP /DE/ | 2 | $28 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega ALLIANCEBERNSTEIN L.P. | $6,045,228 | 41.41% | 473,764 | Shares | Defined | 2026-05-15 | ||||
| Small Minerva Advisors LLC | $3,345,722 | 22.92% | 262,204 | Shares | Other | 2026-05-12 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $1,488,160 | 10.19% | 116,627 | Shares | Defined | 2026-05-15 | ||||
| Small Oppenheimer & Close, LLC | $1,172,835 | 8.03% | 91,915 | Shares | Sole | 2026-05-12 | ||||
| Small Hamilton Point Investment Advisors, LLC | $490,354 | 3.36% | 38,429 | Shares | Sole | 2026-05-06 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $292,662 | 2.00% | 22,936 | Shares | Defined | 2026-05-15 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $285,492 | 1.96% | 22,374 | Shares | Sole | 2026-05-07 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $258,160 | 1.77% | 20,232 | Shares | Other | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $229,820 | 1.57% | 18,011 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $216,664 | 1.48% | 16,980 | Shares | Defined | 2026-05-08 | ||||
| Mega NORTHERN TRUST CORP Bank | $208,829 | 1.43% | 16,366 | Shares | Defined | 2026-05-14 | ||||
| Small CALDWELL SUTTER CAPITAL, INC. | $188,503 | 1.29% | 14,773 | Shares | Sole | 2026-05-06 | ||||
| Mega BlackRock, Inc. | $137,169 | 0.94% | 10,750 | Shares | Sole | 2026-05-13 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $130,152 | 0.89% | 10,200 | Shares | Sole | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $74,850 | 0.51% | 5,866 | Shares | Defined | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $20,875 | 0.14% | 1,636 | Shares | Defined | 2026-05-08 | ||||
| Mega MORGAN STANLEY | $6,315 | 0.04% | 495 | Shares | Defined | 2026-05-15 | ||||
| Mid Tower Research Capital LLC (TRC) | $5,895 | 0.04% | 462 | Shares | Defined | 2026-05-15 | ||||
| Large CWM, LLC | $2,207 | 0.02% | 173 | Shares | Sole | 2026-05-14 | ||||
| Mega WELLS FARGO & COMPANY/MN | $0 | 0.00% | 0 | Shares | Defined | 2026-05-11 | ||||
| No holders match your search. | ||||||||||