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 | 478,169 | 6,101 | 0.0% | 0.0% | 1 | +4,405 | 0.93% | Q2 2026 | Aug 14, 2026 |
| Minerva Advisors LLC | History | No change | 262,204 | 4,163 | 2.63% | 2.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 130,641 | 2,074 | 0.0% | 0.0% | 3 | +14,014 | 12.02% | Q2 2026 | Aug 13, 2026 |
| Oppenheimer & Close, LLC | History | Added to | 95,179 | 1,511 | 0.95% | 0.74% | 4 | +3,264 | 3.55% | Q2 2026 | Aug 12, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 38,429 | 610 | 0.09% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 27,877 | 442 | 0.0% | 0.0% | 6 | +4,941 | 21.54% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 20,445 | 324 | 0.0% | 0.0% | 7 | -1,929 | -8.62% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,388 | 307 | 0.0% | 0.0% | 8 | -844 | -4.17% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 14,784 | 234 | 0.0% | 0.0% | 10 | -2,196 | -12.93% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 14,773 | 234 | 0.09% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | Added to | 13,067 | 207 | 0.0% | 0.0% | 11 | +2,317 | 21.55% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,895 | 204 | 0.0% | 0.0% | 12 | -5,116 | -28.4% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 10,200 | 161 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,866 | 93 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 2,654 | 42 | 0.0% | — | 15 | +2,654 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,636 | 25 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 495 | 7 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 173 | 2 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 85 | 1 | 0.0% | 0.0% | 19 | -377 | -81.6% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,366 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |