Security key
70319R109
Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC)
CUSIP: 70319R109
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / Common Stock, Par Value $0.01
- Shares outstanding
- 4,767,345
- Total 13F shares
- 1,067,396
- Share change
- +125,017
- Total reported value
- $16,309,177
- Price per share
- $15.34
- Number of holders
- 21
- Value change
- +$1,890,462
- Number of buys
- 12
- Number of sells
- 6
Report period
Q2 2025
Institutions
21
Top holders
10
PBHC full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Pathfinder Bancorp, Inc. SEC filings
Pathfinder Bancorp, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 70319R109
Recent filing periods:
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.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Chris R. Burritt |
3/4/5
|
Director |
1.2%
|
56,691
|
$932,000 | — | 06 May 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
6.6%
|
315,302
|
$5,183,565 | — | 31 Mar 2025 | |
| Minerva Advisors LLC |
13F
|
Company |
5.5%
|
262,204
|
$4,310,633 | — | 31 Mar 2025 | |
| Oppenheimer & Close, LLC |
13F
|
Company |
1.9%
|
91,915
|
$1,511,083 | — | 31 Mar 2025 | |
| Hamilton Point Investment Advisors, LLC |
13F
|
Company |
0.81%
|
38,429
|
$631,773 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.79%
|
37,681
|
$619,476 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.53%
|
25,159
|
$413,614 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.52%
|
24,934
|
$410,036 | — | 31 Mar 2025 | |
| MONOGRAPH WEALTH ADVISORS, LLC |
13F
|
Company |
0.48%
|
22,980
|
$377,784 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.44%
|
20,904
|
$343,662 | — | 31 Mar 2025 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.36%
|
17,062
|
$280,499 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.35%
|
16,724
|
$274,953 | — | 31 Mar 2025 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0.33%
|
15,573
|
$256,000 | — | 31 Mar 2025 | |
| CALDWELL SUTTER CAPITAL, INC. |
13F
|
Company |
0.31%
|
14,773
|
$242,868 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.28%
|
13,410
|
$220,460 | — | 31 Mar 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.21%
|
10,200
|
$167,688 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.16%
|
7,642
|
$125,635 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.12%
|
5,866
|
$96,000 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.02%
|
826
|
$13,579 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.01%
|
578
|
$9,518 | — | 31 Mar 2025 | |
| CWM, LLC |
13F
|
Company |
0%
|
173
|
$3,000 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
24
|
$395 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
20
|
$329 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
1
|
$15 | — | 31 Mar 2025 | |
| George P. Joyce |
3/4/5
|
Director |
—
class O/S missing
|
140,420
|
$1,825,460 | — | 31 Dec 2023 | |
| Ronald Tascarella |
3/4/5
|
Retired Executive Vice Pres. |
—
mixed-class rows
|
113,817
mixed-class rows
|
$1,755,846 | — | 03 Mar 2025 | |
| Thomas W. Schneider |
3/4/5
|
Director of Capital Markets |
—
mixed-class rows
|
100,041
mixed-class rows
|
$1,245,404 | — | 07 Sep 2022 | |
| Daniel R. Phillips |
3/4/5
|
Senior Vice President |
—
mixed-class rows
|
74,245
mixed-class rows
|
$1,152,578 | — | 31 Jan 2025 | |
| Walter F. Rusnak |
3/4/5
|
Senior Vice President, CFO |
—
mixed-class rows
|
82,827
mixed-class rows
|
$983,204 | — | 19 Mar 2024 | |
| Lloyd Stemple |
3/4/5
|
Director |
—
class O/S missing
|
71,570
|
$930,410 | — | 10 Nov 2021 | |
| Eric Allyn |
3/4/5
|
Director |
—
class O/S missing
|
41,211
|
$710,890 | — | 05 Dec 2024 | |
| John F. Sharkey III |
3/4/5
|
Director |
—
class O/S missing
|
51,538
|
$669,994 | — | 15 Nov 2021 | |
| Calvin Corriders |
3/4/5
|
First Vice President |
—
mixed-class rows
|
48,939
mixed-class rows
|
$635,112 | — | 31 Dec 2023 | |
| Edward Mervine |
3/4/5
|
Senior Vice President |
—
mixed-class rows
|
48,915
mixed-class rows
|
$609,880 | — | 01 Aug 2018 | |
| John P. Funiciello |
3/4/5
|
Director |
—
class O/S missing
|
45,537
|
$591,981 | — | 04 May 2023 | |
| Meghan Crawford-Hamlin |
3/4/5
|
Director |
—
class O/S missing
|
1,000
|
$11,502 | — | 11 Mar 2024 | |
| Rebecca Braheney |
3/4/5
|
Controller |
—
class O/S missing
|
453
|
$5,889 | — | 20 Dec 2021 |
Institutional Holders of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) as of Q2 2025
As of 30 Jun 2025,
Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,067,396 shares.
The largest 10 holders included
ALLIANCEBERNSTEIN L.P., Minerva Advisors LLC, Oppenheimer & Close, LLC, Fourthstone LLC, VANGUARD GROUP INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Hamilton Point Investment Advisors, LLC, OSAIC HOLDINGS, INC., GEODE CAPITAL MANAGEMENT, LLC, and MONOGRAPH WEALTH ADVISORS, LLC.
This page lists
21
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
23
Q2 2025 holders
21
Holder diff
-2
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.