Security Snapshot

Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) Institutional Ownership

CUSIP: 70319R109

13F Institutional Holders and Ownership History from Q3 2014 to Q2 2026

13F reference period

Q2 2026

Institutions Reporting

20

Shares (Excl. Options)

1.15MFull value: 1,148,804 · shares · 30 Jun 2026

Price

$15.88

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Stock, Par Value $0.01
Symbol
PBHC on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
1,148,804
Latest holder snapshot 5 signals
Total 13F value
$16,751,084
Portfolio coverage rank
0%
Share change
+4,784
Value change
+$113,299
Number of holders
20
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
4,767,345
SEC-reported price per share
$16.27
Insider filing price
$16.27
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • PBHC - Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 is tracked under CUSIP 70319R109.
  • 20 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 19 to 20 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $15.24MFull value: $15,239,719 · USD · 31 Mar 2026
    to
    $16.75MFull value: $16,751,084 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 20 institutions filings for Q2 2026.

Open SEC evidence

Security key

70319R109

13F reference period

Q2 2026

13F holders

20

13D/G owners

3

CIK / CUSIP context first

Open Q2 2026 holders PBHC full holder history Pathfinder Bancorp, Inc. SEC filings Pathfinder Bancorp, Inc. company facts Pathfinder Bancorp, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
PBHC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ALLIANCEBERNSTEIN L.P. 10% +8.9% $7,325,908 +$594,969 485,481 +8.8% AllianceBernstein L.P. 30 Nov 2025
Pathfinder Bank Employee Stock Ownership Plan Trust 5.1% -8.3% $4,492,101 -$384,597 317,463 -7.9% Pathfinder Bank Employee Stock Ownership Plan Trust 31 Dec 2025
Minerva Advisors LLC 5.5% $3,710,187 262,204 Minerva Advisors LLC 31 Dec 2025
As of 30 Jun 2026, 20 institutional investors reported holding
1.15MFull value: 1,148,804 · shares · 30 Jun 2026
shares of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC). This represents 24% of the company’s total
4.77MFull value: 4,767,345 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 21 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
24%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALLIANCEBERNSTEIN L.P. 10% 478,169 +0.93% 0% $6,101,436
Minerva Advisors LLC 5.5% 262,204 0% 2.6% $4,163,800
VANGUARD CAPITAL MANAGEMENT LLC 2.7% 130,641 +12% 0% $2,074,579
Oppenheimer & Close, LLC 2% 95,179 +3.6% 0.95% $1,511,443
Hamilton Point Investment Advisors, LLC 0.81% 38,429 0% 0.09% $610,253
GEODE CAPITAL MANAGEMENT, LLC 0.58% 27,877 +22% 0% $442,798
DIMENSIONAL FUND ADVISORS LP 0.43% 20,445 -8.6% 0% $324,667
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.41% 19,388 -4.2% 0% $307,881
VANGUARD FIDUCIARY TRUST CO 0.31% 14,784 -13% 0% $234,770
CALDWELL SUTTER CAPITAL, INC. 0.31% 14,773 0% 0.09% $234,595
BlackRock, Inc. 0.27% 13,067 +22% 0% $207,504
OSAIC HOLDINGS, INC. 0.27% 12,895 -28% 0% $204,776
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.21% 10,200 0% 0% $161,976
ROYAL BANK OF CANADA 0.12% 5,866 0% 0% $93,000
UBS Group AG 0.06% 2,654 0% $42,146
Vanguard Global Advisers, LLC 0.03% 1,636 0% 0% $25,980
MORGAN STANLEY 0.01% 495 0% 0% $7,867
Tower Research Capital LLC (TRC) 0% 85 -82% 0% $1,350
BARCLAYS PLC 0% 16 0% $254
WELLS FARGO & COMPANY/MN 0% 1 0% $9
NORTHERN TRUST CORP 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
48
Headline period
Q2 2026
Rows shown
1-25 of 48
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 1,148,804 $16,751,084 +$113,299 $15.88 20
2026 Q1 1,144,193 $15,239,719 -$216,684 $12.76 19
2025 Q4 1,159,939 $16,366,613 +$217,544 $14.11 21
2025 Q3 1,134,850 $17,741,734 +$1,070,462 $15.67 23
2025 Q2 1,067,396 $16,309,177 +$1,890,462 $15.34 21
2025 Q1 942,379 $15,492,533 -$1,342,714 $16.44 23
2024 Q4 1,016,135 $17,568,261 +$539,867 $17.47 21
2024 Q3 985,143 $15,578,728 +$841,202 $15.83 20
2024 Q2 945,529 $12,420,469 +$907,635 $13.19 20
2024 Q1 876,690 $10,809,741 -$47,690 $12.38 18
2023 Q4 878,646 $12,236,706 +$32,251 $14.00 19
2023 Q3 1,132,897 $15,045,214 +$594,677 $13.22 20
2023 Q2 827,411 $11,562,931 +$473,501 $13.94 18
2023 Q1 792,855 $13,692,056 +$440,682 $17.27 17
2022 Q4 768,341 $14,630,016 -$454,973 $19.14 17
2022 Q3 780,230 $15,867,760 -$26,260 $20.34 15
2022 Q2 781,527 $15,466,415 -$590,721 $19.93 14
2022 Q1 808,959 $17,541,079 -$624,109 $21.95 18
2021 Q4 845,226 $14,386,264 +$2,905,872 $17.16 18
2021 Q3 614,070 $9,921,074 +$653,146 $16.19 15
2021 Q2 573,882 $9,073,110 +$506,980 $15.80 13
2021 Q1 541,852 $7,830,000 +$367,370 $14.64 13
2020 Q4 517,165 $5,938,000 -$138,549 $11.48 12
2020 Q3 530,328 $5,619,000 -$32,390 $10.59 14
2020 Q2 533,508 $5,067,000 +$518,515 $9.54 14
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