Pathfinder Bancorp PBHC Institutional Ownership

NASDAQ PBHC

$16.88 -0.32 (-1.88%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

20 Institutions

Increased 8 40.0%

Unchanged 7 35.0%

Reduced 5 25.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

18.32%

▼-18,382.98 pp QoQ

Shares Held by Institutions

1.15Mn

of 6.27Mn outstanding

▲+1.88% QoQ

Shares Outstanding

6.27Mn

5.12Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+21.15K

accumulated since last quarter

Value of Holdings

$19.39Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Pathfinder Bancorp, Inc. (NASDAQ:PBHC) showed up in the 13F filings of 20 institutional investors as of June 2026.

Collectively, these holders controlled 18.3% of Pathfinder Bancorp's outstanding shares in June 2026, down from 18401.3% in March 2026.
Their total shares held in PBHC increased 1.88% from the prior quarter, while the number of investors in Pathfinder Bancorp decreased 9.09% year over year.
Of these 20 funds, 8 grew their exposure to Pathfinder Bancorp, 5 cut back, and 7 maintained positions.
Institutional investors collectively held 1.15Mn shares in Pathfinder Bancorp as of June 2026, up by 21.15K shares quarter on quarter, and up 81.9K shares year over year.
ALLIANCEBERNSTEIN L.P. leads ownership in PBHC with 478.17K shares as of June 30, 2026, equal to 7.63% of outstanding shares.
Leading buyers of Pathfinder Bancorp shares for the quarter ending June 2026 were VANGUARD CAPITAL MANAGEMENT LLC (14.01K), GEODE CAPITAL MANAGEMENT, LLC (4.94K), ALLIANCEBERNSTEIN L.P. (4.4K), Oppenheimer & Close, LLC (3.26K), UBS Group AG (2.65K).
The largest sellers of Pathfinder Bancorp for the quarter ending June 2026 were OSAIC HOLDINGS, INC. (5.12K), VANGUARD FIDUCIARY TRUST CO (2.2K), DIMENSIONAL FUND ADVISORS LP (1.93K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (844), Tower Research Capital LLC (TRC) (377).
Pathfinder Bancorp's 10 largest shareholders as of June 2026 include ALLIANCEBERNSTEIN L.P. (478.17K), Minerva Advisors LLC (262.2K), VANGUARD CAPITAL MANAGEMENT LLC (130.64K), Oppenheimer & Close, LLC (95.18K), Hamilton Point Investment Advisors, LLC (38.43K), GEODE CAPITAL MANAGEMENT, LLC (27.88K), DIMENSIONAL FUND ADVISORS LP (20.44K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (19.39K), VANGUARD FIDUCIARY TRUST CO (14.78K), CALDWELL SUTTER CAPITAL, INC. (14.77K) per Business Quant data.

Form 13F Holdings

20 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.15Mn

Of outstanding 18.32%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALLIANCEBERNSTEIN L.P.	0001109448	478,169	7.63%	▲4,405	+0.93%	$6.10Mn
2	Minerva Advisors LLC	0001541536	262,204	4.18%	0	0.00%	$4.16Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	130,641	2.08%	▲14,014	+12.02%	$2.07Mn
4	Oppenheimer & Close, LLC	0001591377	95,179	1.52%	▲3,264	+3.55%	$1.51Mn
5	Hamilton Point Investment Advisors, LLC	0001599746	38,429	0.61%	0	0.00%	$610.25K
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	27,877	0.44%	▲4,941	+21.54%	$442.80K
7	DIMENSIONAL FUND ADVISORS LP	0000354204	20,445	0.33%	▼1,929	-8.62%	$324.67K
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	19,388	0.31%	▼844	-4.17%	$307.88K
9	VANGUARD FIDUCIARY TRUST CO	0000933478	14,784	0.24%	▼2,196	-12.93%	$234.77K
10	CALDWELL SUTTER CAPITAL, INC.	0000702007	14,773	0.24%	0	0.00%	$234.60K
11	BlackRock, Inc.	0002012383	13,067	0.21%	▲2,317	+21.55%	$207.50K
12	OSAIC HOLDINGS, INC.	0001677044	12,895	0.21%	▼5,116	-28.40%	$204.78K
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	10,200	0.16%	0	0.00%	$161.98K
14	Royal Bank Of Canada	0001000275	5,866	0.09%	0	0.00%	$93.00K
15	UBS Group AG	0001610520	2,654	0.04%	▲2,654	0.00%	$42.15K
16	Vanguard Global Advisers, LLC	0001811242	1,636	0.03%	0	0.00%	$25.98K
17	Morgan Stanley	0000895421	495	0.01%	0	0.00%	$7.87K
18	Tower Research Capital LLC (TRC)	0001533421	85	0.00%	▼377	-81.60%	$1.35K
19	Barclays Plc	0000312069	16	0.00%	▲16	0.00%	$254
20	Wells Fargo & Company/Mn	0000072971	1	0.00%	▲1	0.00%	$9