Latest Period
Q2 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 Q2 2026
Institutions Reporting
20
Shares (Excl. Options)
1,148,804
Price
$15.88
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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
- Total 13F value
- $16,751,084
- Portfolio coverage rank
- 0%
- Share change
- +4,784
- Value change
- +$113,299
- Number of holders
- 20
- Shares outstanding
- 4,767,345
- SEC-reported price per share
- $16.11
- Insider filing price
- $16.11
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
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 $15,239,719 to $16,751,084.
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
Open SEC evidence
Latest holder context comes from 20 institutions filings for Q2 2026.
Security key
70319R109
Latest holder 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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 70319R109:
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 1,148,804 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.
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
Latest
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 |