American Portfolios Advisors’s Pathfinder Bancorp PBHC Stock Holding History

American Portfolios Advisors’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
2022 Q3	$151K	Hold	7,412	–	–	0.01%	1142
2022 Q2	$148K	Hold	7,412	–	–	0.01%	1200
2022 Q1	$163K	Hold	7,412	–	–	0.01%	1266
2021 Q4	$127K	Hold	7,412	–	–	﹤0.01%	1391
2021 Q3	$120K	Hold	7,412	–	–	﹤0.01%	1374
2021 Q2	$117K	Buy	+7,412	New	+$111K	﹤0.01%	1345

Other funds holding PBHC

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

HPIA

Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Portfolios Advisors's PBHC Position: Q3 2022 in Review

American Portfolios Advisors held its Pathfinder Bancorp (PBHC) position steady in Q3 2022 at 7,412 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #1142.

American Portfolios Advisors first reported a position in PBHC in Q2 2021 and has held it in 6 quarters since. The position peaked at $163K in Q1 2022. 17 funds tracked by Wall St. Rank hold PBHC as of Q3 2022.

American Portfolios Advisors held 7,412 shares of Pathfinder Bancorp worth $151K as of Q3 2022.
American Portfolios Advisors left its Pathfinder Bancorp share count unchanged in Q3 2022.
Pathfinder Bancorp made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1142 holding.
American Portfolios Advisors first reported a position in Pathfinder Bancorp in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's Pathfinder Bancorp position peaked at $163K in Q1 2022.
17 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.