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Advisor Group’s Pathfinder Bancorp PBHC Stock Holding History

Advisor Group’s Portfolio PBHC Stock Details PBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$128K Buy
9,216
+1,933
+27% +$25.7K ﹤0.01% 2750
2019
Q3 		$98K Buy
7,283
+2,500
+52% +$34K ﹤0.01% 2895
2019
Q2 		$70K Hold
4,783
– – ﹤0.01% 3130
2019
Q1 		$62K Hold
4,783
– – ﹤0.01% 3237
2018
Q4 		$75K Hold
4,783
– – ﹤0.01% 2880
2018
Q3 		$72K Buy
+4,783
New +$73.2K ﹤0.01% 3004

Other funds holding PBHC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $179M AUM 19.18% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's PBHC Position: Q4 2019 in Review

Advisor Group increased its Pathfinder Bancorp (PBHC) stake by 27% in Q4 2019, buying an estimated $25.7K and bringing the position to 9,216 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Advisor Group first reported a position in PBHC in Q3 2018 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold PBHC as of Q4 2019.

  • Advisor Group held 9,216 shares of Pathfinder Bancorp worth $128K as of Q4 2019.
  • Advisor Group bought 1,933 Pathfinder Bancorp shares in Q4 2019, an estimated $25.7K.
  • Pathfinder Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2750 holding.
  • Advisor Group first reported a position in Pathfinder Bancorp in Q3 2018 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.