Pathfinder Bancorp (PBHC) Institutional Ownership $15.14 +0.20 (+1.30%) Closing price 03:55 PM EasternExtended Trading$15.14 0.00 (0.00%) As of 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Pathfinder Bancorp (NASDAQ:PBHC)CurrentInstitutional OwnershipPercentage26.73%Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$3.99MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$124.69K Get PBHC Insider Trade Alerts Want to know when executives and insiders are buying or selling Pathfinder Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data PBHC Institutional Buying and Selling by Quarter Pathfinder Bancorp Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025 Osaic Holdings Inc.33,803$537K0.0%+102.1%0.706% 8/14/2025 Raymond James Financial Inc.3,379$52K0.0%N/A0.071% 8/14/2025 Fourthstone LLC80,127$1.23M0.2%N/A1.683% 5/16/2025Clark Capital Management Group Inc.17,062$280K0.0%N/A0.358% 4/17/2025FNY Investment Advisers LLC15,573$256K0.2%N/A0.327% 2/18/2025Monograph Wealth Advisors LLC23,284$397K0.1%-21.7%0.493% 2/14/2025Northern Trust Corp13,104$229K0.0%N/A0.278% 2/14/2025Dimensional Fund Advisors LP19,640$335K0.0%+5.5%0.416% 2/13/2025Fourthstone LLC88,300$1.55M0.3%+10.8%1.871% 2/12/2025Alliancebernstein L.P.288,511$5.05M0.0%+0.9%6.113% Get the Latest News and Ratings for PBHC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Pathfinder Bancorp and its competitors with MarketBeat's FREE daily newsletter. 1/17/2025Inspire Investing LLC58,960$1.01M0.1%+16.7%1.249% 11/16/2024Geode Capital Management LLC23,213$371K0.0%-3.2%0.492% 11/14/2024Fourthstone LLC79,721$1.26M0.3%+69.2%1.689% 10/10/2024Inspire Investing LLC50,524$807K0.1%N/A1.070% 8/9/2024Dimensional Fund Advisors LP18,604$245K0.0%+11.6%0.394% 5/16/2023Basswood Capital Management L.L.C.69,606$1.20M0.1%-12.6%1.496% 11/15/2022M3F Inc.80,323$1.63M0.6%-9.6%1.739% 10/19/2022FNY Investment Advisers LLC2,385$48K0.0%N/A0.052% 8/15/2022M3F Inc.88,847$1.77M0.6%-6.2%1.930% 5/11/2022BHZ Capital Management LP9,293$204K0.1%N/A0.202% 5/10/2022Howe & Rusling Inc.45,645$973K0.1%+8.3%0.992% 2/15/2022Rockbridge Investment Management LCC133,467$2.26M0.3%N/A2.912% 2/14/2022Minerva Advisors LLC251,746$4.26M2.6%-0.9%5.493% 2/10/2022Monograph Wealth Advisors LLC62,618$1.06M0.3%N/A1.366% 2/7/2022Hamilton Point Investment Advisors LLC38,429$660K0.2%+92.1%0.839% 2/1/2022Eidelman Virant Capital10,000$171K0.1%N/A0.218% 1/25/2022Reilly Financial Advisors LLC2,000$34K0.0%N/A0.044% 11/10/2021Alliancebernstein L.P.21,617$350K0.0%N/A0.475% 11/9/2021BlackRock Inc.9,468$153K0.0%+7.4%0.208% 8/17/2021Boothbay Fund Management LLC41,241$656K0.0%+35.9%0.906% 8/12/2021Dimensional Fund Advisors LP15,182$240K0.0%+4.9%0.333% (Data available from 1/1/2016 forward) PBHC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PBHC shares? During the previous two years, 11 institutional investors and hedge funds held shares of Pathfinder Bancorp. The most heavily invested institutionals were Alliancebernstein L.P. ($5.05M), Fourthstone LLC ($1.23M), Inspire Investing LLC ($1.01M), Osaic Holdings Inc. ($537K), Monograph Wealth Advisors LLC ($397K), Geode Capital Management LLC ($371K), and Dimensional Fund Advisors LP ($335K).Learn more on Pathfinder Bancorp's institutional investors. What percentage of Pathfinder Bancorp's stock is owned by institutional investors? 26.73% of Pathfinder Bancorp's stock is owned by institutional investors. Learn more on PBHC's institutional investor holdings. Which institutional investors have been buying Pathfinder Bancorp's stock? Of the 9 institutional investors that purchased Pathfinder Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($121.31K), Inspire Investing LLC ($58.96K), Osaic Holdings Inc. ($17.08K), Clark Capital Management Group Inc. ($17.06K), FNY Investment Advisers LLC ($15.57K), Northern Trust Corp ($13.10K), and Raymond James Financial Inc. ($3.38K). How much institutional buying is happening at Pathfinder Bancorp? Institutional investors have bought a total of 250,206 shares in the last 24 months. This purchase volume represents approximately $3.99M in transactions. Which of Pathfinder Bancorp's major shareholders have been selling company stock? The following institutional investors have sold Pathfinder Bancorp stock in the last 24 months: Monograph Wealth Advisors LLC ($6.44K), and Geode Capital Management LLC ($763.00). How much institutional selling is happening at Pathfinder Bancorp? Institutional investors have sold a total of 7,198 shares in the last 24 months. This volume of shares sold represents approximately $124.69K in transactions. Related Companies TSBK Institutional Ownership FRST Institutional Ownership PKBK Institutional Ownership LNKB Institutional Ownership FINW Institutional Ownership FDBC Institutional Ownership CHMG Institutional Ownership LPRO Institutional Ownership GHI Institutional Ownership WNEB Institutional Ownership This page (NASDAQ:PBHC) was last updated on 9/15/2025 by MarketBeat.com Staff From Our PartnersHe Called Nvidia at $1.10. Now, He Says THIS Stock Will…The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...The Oxford Club | SponsoredWhy Trump’s “Smart Dollar” could rewrite the rulesMUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...Stansberry Research | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredForget AI Stocks — This Device Will REPLACE the MicrochipWhile everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...Banyan Hill Publishing | SponsoredTrump's Law S.1582: $21T Dollar Revolution ComingDo you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...Brownstone Research | Sponsored“Fed Proof” Your Bank Account with THESE 4 Simple StepsStarting as soon as a few months from now, the United States government will make a sweeping change to bank ac...Weiss Ratings | SponsoredStrange crypto pattern discovered by 40-person research teamSomething unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...Crypto Swap Profits | SponsoredRetire Comfortably with These New Monthly Income ETFs?Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...Investors Alley | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Pathfinder Bancorp, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Pathfinder Bancorp With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
