PBHC · Pathfinder Bancorp, Inc.

$15.79 +0.19 (+1.22%) At close · Sep 4

Market Cap

$99.14M

6.28M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 20

Total Value: $18,242,995

Total Shares: 1,148,804

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 20 13F filers · Δ vs Mar 31, 2026

Top Holder

41.6%

+0.2 pts

Top 5

87.4%

+1.5 pts

Top 10

95.9%

+1.2 pts

HHI

2,481

Moderately concentrated+41

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: +25.0%

Shares held: +0.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+14,014	130,641
Mega GEODE CAPITAL MANAGEMENT, LLC	+4,941	27,877
Mega ALLIANCEBERNSTEIN L.P.	+4,405	478,169
Small Oppenheimer & Close, LLC	+3,264	95,179
Mega BlackRock, Inc.	+2,317	13,067

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large OSAIC HOLDINGS, INC.	−5,116	12,895
Mega VANGUARD FIDUCIARY TRUST CO	−2,196	14,784
Mega DIMENSIONAL FUND ADVISORS LP	−1,929	20,445
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−844	19,388
Mid Tower Research Capital LLC (TRC)	−377	85

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega UBS Group AG	2,654	$42,145
Mega BARCLAYS PLC	16	$254

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega NORTHERN TRUST CORP	16,366	$208,829
Large CWM, LLC	173	$2,207

Filter: New 2 Increased 6 Reduced 5 Sold out 2 Unchanged 7

Showing 20 of 20

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ALLIANCEBERNSTEIN L.P.

$7,593,323

41.62%

478,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	478,169	$7,593,323	100.0%	Defined

Minerva Advisors LLC

$4,163,799

22.82%

262,204

VANGUARD CAPITAL MANAGEMENT LLC

$2,074,579

11.37%

130,641

Oppenheimer & Close, LLC

$1,511,442

8.29%

95,179

Hamilton Point Investment Advisors, LLC

$610,252

3.35%

38,429

GEODE CAPITAL MANAGEMENT, LLC

$442,685

2.43%

27,877

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	4,993	$79,288	17.9%	Defined
Held directly	22,884	$363,397	82.1%	Defined

DIMENSIONAL FUND ADVISORS LP

$324,666

1.78%

20,445

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Ireland Ltd	1,262	$20,040	6.2%	Defined
Held directly	19,183	$304,626	93.8%	Sole

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$307,881

1.69%

19,388

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	19,388	$307,881	100.0%	Other

VANGUARD FIDUCIARY TRUST CO

$234,769

1.29%

14,784

CALDWELL SUTTER CAPITAL, INC.

$234,595

1.29%

14,773

BlackRock, Inc.

$207,503

1.14%

13,067

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	600	$9,528	4.6%	Sole
BlackRock Fund Advisors	10,751	$170,725	82.3%	Sole
BlackRock Institutional Trust Company, N.A.	1,716	$27,250	13.1%	Sole

OSAIC HOLDINGS, INC.

$204,772

1.12%

12,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	12,895	$204,772	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$161,976

0.89%

10,200

ROYAL BANK OF CANADA

$93,152

0.51%

5,866

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Rochdale, LLC	5,866	$93,152	100.0%	Defined

UBS Group AG

$42,145

0.23%

2,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	2,654	$42,145	100.0%	Defined

Vanguard Global Advisers, LLC

$25,979

0.14%

1,636

MORGAN STANLEY

$7,859

0.04%

495

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1	$15	0.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	494	$7,844	99.8%	Defined

Tower Research Capital LLC (TRC)

$1,349

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	85	$1,349	100.0%	Defined

BARCLAYS PLC

$254

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	16	$254	100.0%	Defined

WELLS FARGO & COMPANY/MN

$15

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	1	$15	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	8,842	$112,823	54.0%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	7,524	$96,006	46.0%	Defined

Key facts CIK 1609065 CUSIP 70319R109 13F (30d) 17 filings 17 filers Visit website Investor relations