Latest Period
Q1 2026
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 Q1 2026
Institutions Reporting
19
Shares (Excl. Options)
1,144,193
Price
$12.76
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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
- $13.74
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,144,193
- Total reported value
- $15,239,719
- % of total 13F portfolios
- 0%
- Share change
- -15,744
- Value change
- -$216,656
- Number of holders
- 19
- Price from insider filings
- $13.74
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.
- 19 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 21 to 19 between Q4 2025 and Q1 2026.
- Reported value moved from $16,366,613 to $15,239,719.
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
Open SEC Evidence
Latest holder context comes from 19 institutions filings for Q1 2026.
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 Q1 2026 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 70319R109:
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 Mar 2026, 19 institutional investors reported holding 1,144,193 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 22 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% | 473,764 | -0.08% | 0% | $6,684,810 |
| Minerva Advisors LLC | 5.5% | 262,204 | 0% | 2.2% | $3,345,723 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4% | 116,627 | 0% | 0% | $1,488,161 |
| Oppenheimer & Close, LLC | 1.9% | 91,915 | 0% | 0.74% | $1,172,835 |
| Hamilton Point Investment Advisors, LLC | 0.81% | 38,429 | 0% | 0.08% | $490,354 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.48% | 22,936 | -12% | 0% | $292,747 |
| DIMENSIONAL FUND ADVISORS LP | 0.47% | 22,374 | 0% | 0% | $285,492 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.42% | 20,232 | -15% | 0% | $258,160 |
| OSAIC HOLDINGS, INC. | 0.38% | 18,011 | +0.49% | 0% | $229,821 |
| VANGUARD FIDUCIARY TRUST CO | 0.36% | 16,980 | 0% | 0% | $216,665 |
| NORTHERN TRUST CORP | 0.34% | 16,366 | -0.57% | 0% | $208,830 |
| CALDWELL SUTTER CAPITAL, INC. | 0.31% | 14,773 | 0% | 0.08% | $188,503 |
| BlackRock, Inc. | 0.23% | 10,750 | +26% | 0% | $137,170 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.21% | 10,200 | 0% | 0% | $130,152 |
| ROYAL BANK OF CANADA | 0.12% | 5,866 | 0% | 0% | $75,000 |
| Vanguard Global Advisers, LLC | 0.03% | 1,636 | 0% | 0% | $20,875 |
| MORGAN STANLEY | 0.01% | 495 | +0.2% | 0% | $6,319 |
| Tower Research Capital LLC (TRC) | 0.01% | 462 | +101% | 0% | $5,895 |
| CWM, LLC | 0% | 173 | 0% | 0% | $2,207 |
| MONOGRAPH WEALTH ADVISORS, LLC | 0% | 0 | -100% | $0 | |
| UBS Group AG | 0% | 0 | -100% | $0 | |
| WELLS FARGO & COMPANY/MN | 0% | 0 | -100% | $0 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 1,144,193 | $15,239,719 | -$216,656 | $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 |
| 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 |