SEC 13F Intelligence

PBHCPATHFINDER BANCORP INC MD

CUSIP 70319R109 · Yahoo Finance ↗ · Google Finance ↗

Pathfinder Bancorp Inc Md (PBHC) has 20 institutional holders in Filings Flow’s 13F database, together reporting 1.14M shares worth $15M as of Q1 2026. The largest reported holders are Alliancebernstein L.P., Minerva Advisors LLC, and Vanguard Group Inc.

Institutional Holders
20
Q1 2026
Reported Value
$15M
Ticker
PBHC
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 10Q1 ’19Q2 ’19: 10Q3 ’19: 11Q4 ’19: 12Q1 ’20: 10Q1 ’20Q2 ’20: 10Q3 ’20: 11Q4 ’20: 9Q1 ’21: 10Q1 ’21Q2 ’21: 9Q3 ’21: 11Q4 ’21: 15Q1 ’22: 14Q1 ’22Q2 ’22: 10Q3 ’22: 12Q4 ’22: 13Q1 ’23: 13Q1 ’23Q2 ’23: 13Q3 ’23: 13Q4 ’23: 15Q1 ’24: 15Q1 ’24Q2 ’24: 17Q3 ’24: 15Q4 ’24: 18Q1 ’25: 21Q1 ’25Q2 ’25: 23Q3 ’25: 23Q4 ’25: 21Q1 ’26: 20Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $5MQ1 ’19Q2 ’19: $6MQ3 ’19: $5MQ4 ’19: $6MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $5MQ4 ’20: $5MQ1 ’21: $7MQ1 ’21Q2 ’21: $8MQ3 ’21: $9MQ4 ’21: $13MQ1 ’22: $16MQ1 ’22Q2 ’22: $14MQ3 ’22: $15MQ4 ’22: $14MQ1 ’23: $13MQ1 ’23Q2 ’23: $11MQ3 ’23: $11MQ4 ’23: $11MQ1 ’24: $10MQ1 ’24Q2 ’24: $12MQ3 ’24: $15MQ4 ’24: $17MQ1 ’25: $15MQ1 ’25Q2 ’25: $16MQ3 ’25: $18MQ4 ’25: $16MQ1 ’26: $15MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M473.8KQ1 2026
Minerva Advisors LLC$155M AUM2.16%$3M262.2KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$2M135.2KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$1M116.6KQ1 2026
Fourthstone LLC$590M AUM0.25%$1M87.2KQ3 2025OLDER
Oppenheimer & Close, LLC$159M AUM0.74%$1M91.9KQ1 2026
Hamilton Point Investment Advisors, LLC$649M AUM0.08%$490,35438.4KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$292,74722.9KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$285,49222.4KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$258,16020.2KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$229,82118.0KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$216,66517.0KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$208,83016.4KQ1 2026
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.08%$188,50314.8KQ1 2026
MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM0.02%$159,44111.3KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$137,17010.8KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$130,15210.2KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$75,0005.9KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$51,8353.4KQ2 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$20,8751.6KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$6,319495Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$5,895462Q1 2026
CWM, LLC$38.1B AUM0.00%$2,207173Q1 2026
UBS Group AG$666.3B AUM0.00%$564Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$282Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$151Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$40Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM—$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.