Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC)

CUSIP: 70319R109

Q4 2022 13F Holders as of 31 Dec 2022

Security type / class
Equity / Common Stock, Par Value $0.01
Total 13F shares
768,341
Total 13F value
$14,630,016
Holder snapshot 6 signals
Share change
-19,914
SEC-reported price per share
$19.14
Number of holders
17
Value change
-$454,973
Number of buys
9
Number of sells
4
Security identity 1 source field
Shares outstanding
4,767,345

Security key

70319R109

Report period

Q4 2022

Institutions

17

Top holders

10

PBHC full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2023 Previous quarter: Q3 2022 Pathfinder Bancorp, Inc. SEC filings Pathfinder Bancorp, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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 2022
13F Lead comparable stake: 5.3% Showing 1-6 of 15 holder rows.

Quick read

Minerva Advisors LLC leads the comparable SEC ownership view at 5.3%.

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 5.3%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 2%
Oppenheimer & Close, LLC 1.9%
M3F, Inc. 1.7%
HOWE & RUSLING INC 1.3%

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
13F
5.3%
$5,118,000
251,649 shares
 — 30 Sep 2022
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
13F
Company
13F
2%
$1,979,000
97,281 shares
 — 30 Sep 2022
Oppenheimer & Close, LLC
13F
Company
13F
1.9%
$1,865,000
91,718 shares
 — 30 Sep 2022
M3F, Inc.
13F
Company
13F
1.7%
$1,634,000
80,323 shares
 — 30 Sep 2022
HOWE & RUSLING INC
13F
Company
13F
1.3%
$1,214,000
59,681 shares
 — 30 Sep 2022
Hamilton Point Investment Advisors, LLC
13F
Company
13F
0.81%
$782,000
38,429 shares
 — 30 Sep 2022
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 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
17
Shares
768,341
Rows available
17
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 2022 vs Q3 2022 Across Filers

Q3 2022 holders
15
Q4 2022 holders
17
Holder diff
2
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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