Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC)
CUSIP: 70319R109
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / Common Stock, Par Value $0.01
- Shares outstanding
- 4,767,345
- Total 13F shares
- 827,411
- Share change
- +34,556
- Total reported value
- $11,562,931
- Price per share
- $13.94
- Number of holders
- 18
- Value change
- +$473,501
- Number of buys
- 10
- Number of sells
- 2
Quarterly Holders Quick Answers
What is CUSIP 70319R109?
CUSIP 70319R109 identifies PBHC - Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 70319R109:
Top shareholders 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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Minerva Advisors LLC |
13F
|
Company |
5.3%
|
251,649
|
$4,345,979 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
2.6%
|
121,782
|
$2,103,175 | — | 31 Mar 2023 | |
| Oppenheimer & Close, LLC |
13F
|
Company |
1.9%
|
91,718
|
$1,583,970 | — | 31 Mar 2023 | |
| M3F, Inc. |
13F
|
Company |
1.7%
|
80,323
|
$1,387,000 | — | 31 Mar 2023 | |
| Thomas W. Schneider |
3/4/5
|
Director of Capital Markets |
—
mixed-class rows
|
100,041
mixed-class rows
|
$1,245,404 | — | 07 Sep 2022 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
1.5%
|
69,606
|
$1,202,096 | — | 31 Mar 2023 | |
| Lloyd Stemple |
3/4/5
|
Director |
—
class O/S missing
|
71,570
|
$930,410 | — | 10 Nov 2021 | |
| John F. Sharkey III |
3/4/5
|
Director |
—
class O/S missing
|
51,538
|
$669,994 | — | 15 Nov 2021 | |
| Hamilton Point Investment Advisors, LLC |
13F
|
Company |
0.81%
|
38,429
|
$663,669 | — | 31 Mar 2023 | |
| Edward Mervine |
3/4/5
|
Senior Vice President |
—
mixed-class rows
|
48,915
mixed-class rows
|
$609,880 | — | 01 Aug 2018 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.72%
|
34,555
|
$596,765 | — | 31 Mar 2023 | |
| John P. Funiciello |
3/4/5
|
Director |
—
class O/S missing
|
45,537
|
$591,981 | — | 04 May 2023 | |
| MONOGRAPH WEALTH ADVISORS, LLC |
13F
|
Company |
0.62%
|
29,561
|
$510,520 | — | 31 Mar 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.39%
|
18,365
|
$317,168 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.35%
|
16,517
|
$285,249 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.33%
|
15,518
|
$267,995 | — | 31 Mar 2023 | |
| CALDWELL SUTTER CAPITAL, INC. |
13F
|
Company |
0.32%
|
15,373
|
$265,492 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.19%
|
8,827
|
$152,442 | — | 31 Mar 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
543
|
$9,000 | — | 31 Mar 2023 | |
| Rebecca Braheney |
3/4/5
|
Controller |
—
class O/S missing
|
453
|
$5,889 | — | 20 Dec 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
64
|
$1,105 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
24
|
$414 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0%
|
1
|
$17 | — | 31 Mar 2023 |
Institutional Holders of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) as of Q2 2023
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
An asterisk sign (*) next to the price indicates that the price is likely invalid.