Pathfinder Bancorp PBHC Institutional Ownership

NASDAQ PBHC

$17.21 -0.03 (-0.16%)

As of: Oct 22, 2026 · 3:08 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%

▼-0.08 pp QoQ

Shares Held by Institutions

1.15Mn

of 6.27Mn outstanding

▲+0.40% QoQ

Shares Outstanding

6.27Mn

5.12Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+4.61K

accumulated since last quarter

Value of Holdings

$19.81Mn

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

Updated Oct 10, 2026

Pathfinder Bancorp, Inc. (NASDAQ:PBHC) had 20 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Together they owned 18.32% of the outstanding stock in Q2 2026, down from 18.40% a quarter earlier.
Total shares held in Pathfinder Bancorp rose 0.40% versus Q1 2026, while the number of holders was unchanged versus Q2 2025.
Of the 20 holders of PBHC in Q2 2026, 8 added to their positions, 5 reduced their stakes and 7 left their positions unchanged.
Altogether, institutional holders owned 1.15Mn PBHC shares at the end of Q2 2026, up 4.61K from the prior quarter and up 81.9K from a year earlier.
AllianceBernstein L.P. held the largest position in PBHC at 478.17K shares as of June 30, 2026, or 7.63% of shares outstanding.
Among existing holders, the largest additions to Pathfinder Bancorp in Q2 2026 came from Vanguard Capital Management LLC (+14.01K shares), Geode Capital Management, LLC (+4.94K shares), AllianceBernstein L.P. (+4.41K shares), Oppenheimer & Close, LLC (+3.26K shares) and BlackRock, Inc. (+2.32K shares).
On the other side, among holders that kept a position in Pathfinder Bancorp, the largest reductions in Q2 2026 came from Osaic Holdings, Inc. (-5.12K shares), Vanguard Fiduciary Trust Co (-2.2K shares), Dimensional Fund Advisors LP (-1.93K shares), Susquehanna International Group, LLP (-844 shares) and Tower Research Capital LLC (-377 shares).
According to Business Quant data, the leading holders of PBHC for Q2 2026 were AllianceBernstein L.P. (478.17K shares), Minerva Advisors LLC (262.2K shares), Vanguard Capital Management LLC (130.64K shares), Oppenheimer & Close, LLC (95.18K shares), Hamilton Point Investment Advisors, LLC (38.43K shares), Geode Capital Management, LLC (27.88K shares), Dimensional Fund Advisors LP (20.45K shares), Susquehanna International Group, LLP (19.39K shares), Vanguard Fiduciary Trust Co (14.78K shares) and Caldwell Sutter Capital, Inc. (14.77K shares).

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