Pathfinder Bancorp (PBHC) Institutional Ownership $14.97 +0.02 (+0.13%) Closing price 09/3/2025 03:57 PM EasternExtended Trading$14.96 -0.01 (-0.07%) As of 09/3/2025 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)8TotalInstitutional Inflows(last 12 months)$3.73MNumber 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? 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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 CompanyDetails8/14/2025 Raymond James Financial Inc.3,379$52K0.0%N/A0.071% 8/14/2025 Fourthstone LLC80,127$1.23M0.2%N/A1.683% 5/16/2025 Clark Capital Management Group Inc.17,062$280K0.0%N/A0.358% 4/17/2025 FNY Investment Advisers LLC15,573$256K0.2%N/A0.327% 2/18/2025 Monograph Wealth Advisors LLC23,284$397K0.1%-21.7%0.493% 2/14/2025 Northern Trust Corp13,104$229K0.0%N/A0.278% 2/14/2025 Dimensional Fund Advisors LP19,640$335K0.0%+5.5%0.416% 2/13/2025 Fourthstone LLC88,300$1.55M0.3%+10.8%1.871% 2/12/2025 Alliancebernstein L.P.288,511$5.05M0.0%+0.9%6.113% 1/17/2025 Inspire Investing LLC58,960$1.01M0.1%+16.7%1.249% 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. 11/16/2024 Geode Capital Management LLC23,213$371K0.0%-3.2%0.492% 11/14/2024 Fourthstone LLC79,721$1.26M0.3%+69.2%1.689% 10/10/2024 Inspire Investing LLC50,524$807K0.1%N/A1.070% 8/9/2024 Dimensional Fund Advisors LP18,604$245K0.0%+11.6%0.394% 5/16/2023 Basswood Capital Management L.L.C.69,606$1.20M0.1%-12.6%1.496% 11/15/2022 M3F Inc.80,323$1.63M0.6%-9.6%1.739% 10/19/2022 FNY Investment Advisers LLC2,385$48K0.0%N/A0.052% 8/15/2022 M3F Inc.88,847$1.77M0.6%-6.2%1.930% 5/11/2022BHZ Capital Management LP9,293$204K0.1%N/A0.202% 5/10/2022 Howe & Rusling Inc.45,645$973K0.1%+8.3%0.992% 2/15/2022 Rockbridge Investment Management LCC133,467$2.26M0.3%N/A2.912% 2/14/2022 Minerva Advisors LLC251,746$4.26M2.6%-0.9%5.493% 2/10/2022 Monograph Wealth Advisors LLC62,618$1.06M0.3%N/A1.366% 2/7/2022 Hamilton 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% 11/10/2021 Alliancebernstein L.P.21,617$350K0.0%N/A0.475% 11/9/2021BlackRock Inc.9,468$153K0.0%+7.4%0.208% 8/17/2021 Boothbay Fund Management LLC41,241$656K0.0%+35.9%0.906% 8/12/2021 Dimensional 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, 10 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), Monograph Wealth Advisors LLC ($397K), Geode Capital Management LLC ($371K), Dimensional Fund Advisors LP ($335K), and Clark Capital Management Group Inc. ($280K).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? The following institutional investors have purchased Pathfinder Bancorp's stock in the last 24 months: Fourthstone LLC ($121.31K), Inspire Investing LLC ($58.96K), Clark Capital Management Group Inc. ($17.06K), FNY Investment Advisers LLC ($15.57K), Northern Trust Corp ($13.10K), Raymond James Financial Inc. ($3.38K), and Dimensional Fund Advisors LP ($2.97K). How much institutional buying is happening at Pathfinder Bancorp? Institutional investors have bought a total of 233,127 shares in the last 24 months. This purchase volume represents approximately $3.73M 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. 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