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 Q4 2025

Latest Period

Q4 2025

Institutions Reporting

21

Shares (Excl. Options)

1,159,939

Price

$14.11

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Type / Class
Equity / Common Stock, Par Value $0.01
Symbol
PBHC on Nasdaq
Shares outstanding
4,767,345
Price per share
$13.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,159,939
Total reported value
$16,366,613
% of total 13F portfolios
0%
Share change
+25,089
Value change
+$217,544
Number of holders
21
Price from insider filings
$13.12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PBHC - Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 is tracked under CUSIP 70319R109.
  • 21 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 23 to 21 between Q3 2025 and Q4 2025.
  • Reported value moved from $17,741,734 to $16,366,613.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 21 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 70319R109?
CUSIP 70319R109 identifies PBHC - Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) based on Schedule 13D/G filings

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 31 Dec 2025, 21 institutional investors reported holding 1,159,939 shares of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC). This represents 24% of the company’s total 4,767,345 outstanding shares.

Top 24 Institutional Shareholders

The largest institutional shareholders of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALLIANCEBERNSTEIN L.P. 9.9% 474,131 +6.3% 0% $6,689,988
Minerva Advisors LLC 5.5% 262,204 0% 2.5% $3,699,699
VANGUARD GROUP INC 2.8% 135,243 +238% 0% $1,908,279
Oppenheimer & Close, LLC 1.9% 91,915 0% 0.88% $1,296,921
Hamilton Point Investment Advisors, LLC 0.81% 38,429 0% 0.08% $542,233
GEODE CAPITAL MANAGEMENT, LLC 0.54% 25,944 +3% 0% $366,159
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.5% 23,715 -6.1% 0% $334,619
DIMENSIONAL FUND ADVISORS LP 0.47% 22,374 +0.3% 0% $315,697
OSAIC HOLDINGS, INC. 0.38% 17,924 -12% 0% $252,907
NORTHERN TRUST CORP 0.35% 16,459 +28% 0% $232,237
CALDWELL SUTTER CAPITAL, INC. 0.31% 14,773 0% 0.09% $208,447
MONOGRAPH WEALTH ADVISORS, LLC 0.24% 11,300 -49% 0.02% $159,441
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.21% 10,200 0% 0% $143,922
BlackRock, Inc. 0.18% 8,558 +4.1% 0% $120,754
ROYAL BANK OF CANADA 0.12% 5,866 -2% 0% $83,000
MORGAN STANLEY 0.01% 494 -0.2% 0% $6,970
Tower Research Capital LLC (TRC) 0% 230 -31% 0% $3,245
CWM, LLC 0% 173 0% 0% $2,000
UBS Group AG 0% 4 -99% 0% $56
BANK OF AMERICA CORP /DE/ 0% 2 0% 0% $28
WELLS FARGO & COMPANY/MN 0% 1 0% 0% $11
Fourthstone LLC 0% 0 -100% $0
CITIGROUP INC 0% 0 -100% $0
MORGAN STANLEY 0% 1 0% $27

Institutional Holders of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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
2020 Q1 478,139 $4,970,000 +$107,610 $10.70 14
2019 Q4 465,656 $6,485,000 -$329,406 $13.90 15
2019 Q3 489,796 $6,532,000 +$149,033 $13.42 18
2019 Q2 478,089 $6,960,000 -$5,139,282 $14.57 15
2019 Q1 875,425 $11,422,000 +$126,498 $13.05 17
2018 Q4 865,095 $13,011,000 +$2,360,361 $15.65 17
2018 Q3 709,632 $10,679,000 +$934,731 $15.05 17
2018 Q2 647,330 $10,243,000 +$210,107 $15.97 15
2018 Q1 634,162 $9,761,000 +$170,869 $15.38 14
2017 Q4 623,249 $9,562,000 +$245,212 $15.33 14
2017 Q3 593,063 $9,033,000 +$199,016 $15.19 14
2017 Q2 579,865 $9,044,000 -$775,462 $15.70 14
2017 Q1 629,191 $9,160,000 -$643,618 $14.60 14
2016 Q4 674,391 $8,985,000 +$1,810,198 $13.39 15
2016 Q3 540,540 $6,573,000 -$23,341 $12.16 14
2016 Q2 543,703 $6,125,000 -$213,116 $11.26 15
2016 Q1 563,110 $6,205,000 +$98 $11.01 14
2015 Q4 562,969 $7,255,000 -$291,323 $12.90 12
2015 Q3 588,590 $6,504,000 +$282,583 $11.10 12
2015 Q2 563,129 $6,566,000 +$135,748 $11.76 9
2015 Q1 553,972 $5,524,000 +$2,976,973 $9.97 8
2014 Q4 255,452 $2,503,000 +$2,474,785 $9.80 7
2014 Q3 150 $2,000 +$2,000 $13.33 1