Security key
70319R109
Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC)
CUSIP: 70319R109
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / Common Stock, Par Value $0.01
- Total 13F shares
- 541,852
- Total 13F value
- $7,830,000
- Share change
- +24,723
- SEC-reported price per share
- $14.64
- Number of holders
- 13
- Value change
- +$367,370
- Number of buys
- 3
- Number of sells
- 3
- Shares outstanding
- 4,767,345
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
13
Top holders
10
PBHC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 2020
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
13/14
Latest evidence
31 Dec 2020
13F
3/4/5
Lead comparable stake: 5.4%
1 rows are not safely comparable across share classes.
Showing 1-6 of 14 holder rows.
Quick read
Minerva Advisors LLC leads the comparable SEC ownership view at 5.4%.
13 of 14 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.
Open SEC evidence
Opens Minerva Advisors LLC's linked filing trail.
Comparable ownership
Top 5
Minerva Advisors LLC
5.4%
Oppenheimer & Close, LLC
2.1%
M3F, Inc.
1.3%
VANGUARD GROUP INC
0.66%
Hamilton Point Investment Advisor...
0.42%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 14 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Minerva Advisors LLC |
13F
Company
|
5.4%
|
$2,977,000
259,293 shares
|
— | 31 Dec 2020 |
| Oppenheimer & Close, LLC |
13F
Company
|
2.1%
|
$1,140,000
99,331 shares
|
— | 31 Dec 2020 |
| M3F, Inc. |
13F
Company
|
1.3%
|
$697,000
60,673 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
0.66%
|
$362,000
31,500 shares
|
— | 31 Dec 2020 |
| Hamilton Point Investment Advisors, LLC |
13F
Company
|
0.42%
|
$230,000
20,000 shares
|
— | 31 Dec 2020 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
0.3%
|
$166,000
14,477 shares
|
— | 31 Dec 2020 |
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 Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
13
Shares
541,852
Rows available
13
| 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 Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
12
Q1 2021 holders
13
Holder diff
1
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend