Security key
70319R109
Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC)
CUSIP: 70319R109
Q4 2019 13F Holders as of 31 Dec 2019
- Security type / class
- Equity / Common Stock, Par Value $0.01
- Total 13F shares
- 465,656
- Total 13F value
- $6,485,000
- Share change
- -24,140
- SEC-reported price per share
- $13.90
- Number of holders
- 15
- Value change
- -$329,406
- Number of buys
- 5
- Number of sells
- 7
- Shares outstanding
- 4,767,345
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q4 2019
Institutions
15
Top holders
10
PBHC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2020
Previous quarter: Q3 2019
Pathfinder Bancorp, Inc. SEC filings
Pathfinder Bancorp, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 70319R109
Recent filing periods:
Ownership snapshot
Top reported holders of PBHC - Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Minerva Advisors LLC
Disclosed value leader
Minerva Advisors LLC
Comparable rows
15/15
Latest evidence
30 Sep 2019
13F
Lead comparable stake: 5.5%
Showing 1-6 of 15 holder rows.
Quick read
Minerva Advisors LLC leads the comparable SEC ownership view at 5.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
Minerva Advisors LLC
5.5%
VANGUARD GROUP INC
1.7%
Oppenheimer & Close, LLC
1.5%
Hamilton Point Investment Advisor...
0.42%
DIMENSIONAL FUND ADVISORS LP
0.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Minerva Advisors LLC |
13F
Company
|
5.5%
|
$3,459,000
261,025 shares
|
— | 30 Sep 2019 |
| VANGUARD GROUP INC |
13F
Company
|
1.7%
|
$1,113,000
82,413 shares
|
— | 30 Sep 2019 |
| Oppenheimer & Close, LLC |
13F
Company
|
1.5%
|
$963,000
71,750 shares
|
— | 30 Sep 2019 |
| Hamilton Point Investment Advisors, LLC |
13F
Company
|
0.42%
|
$269,000
20,000 shares
|
— | 30 Sep 2019 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.3%
|
$190,000
14,477 shares
|
— | 30 Sep 2019 |
| SANTA MONICA PARTNERS LP |
13F
Company
|
0.26%
|
$165,000
12,285 shares
|
— | 30 Sep 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2019
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
465,656
Rows available
15
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2019 vs Q3 2019 Across Filers
Q3 2019 holders
18
Q4 2019 holders
15
Holder diff
-3
| Investor | Q3 2019 Shares | Q4 2019 Shares | Share Diff | Share Chg % | Q3 2019 value | Q4 2019 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend