Pathfinder Bancorp, Inc. - PBHC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Added to | 474,131 | 6,689 | 0.0% | 0.0% | 1 | +28,078 | 6.29% | Q4 2025 | Feb 17, 2026 |
| Minerva Advisors LLC | History | No change | 262,204 | 3,699 | 2.47% | 2.61% | 2 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 135,243 | 1,908 | 0.0% | 0.0% | 3 | +95,262 | 238.27% | Q4 2025 | Jan 29, 2026 |
| Oppenheimer & Close, LLC | History | No change | 91,915 | 1,296 | 0.88% | 0.97% | 4 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 38,429 | 542 | 0.08% | 0.09% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 25,944 | 366 | 0.0% | 0.0% | 6 | +745 | 2.96% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,715 | 334 | 0.0% | 0.0% | 7 | -1,533 | -6.07% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 22,374 | 315 | 0.0% | 0.0% | 8 | +66 | 0.3% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17,924 | 252 | 0.0% | 0.0% | 9 | -2,485 | -12.18% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 16,459 | 232 | 0.0% | 0.0% | 10 | +3,551 | 27.51% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 14,773 | 208 | 0.09% | 0.1% | 11 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 11,300 | 159 | 0.02% | 0.03% | 12 | -10,993 | -49.31% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 10,200 | 143 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 8,558 | 120 | 0.0% | 0.0% | 14 | +336 | 4.09% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,866 | 83 | 0.0% | — | 15 | +5,866 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 495 | 6 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | May 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 230 | 3 | 0.0% | 0.0% | 17 | -102 | -30.72% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 173 | 2 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -87,231 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 4 | 0 | — | 0.0% | — | -486 | -99.18% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |