BCM
PBHC icon

BHZ Capital Management’s Pathfinder Bancorp PBHC Stock Holding History

BHZ Capital Management’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
Q2 		– Sell
-9,293
Closed -$204K – 135
2022
Q1 		$204K Buy
+9,293
New +$167K 0.07% 134

Other funds holding PBHC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 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
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BHZ Capital Management's PBHC Position: Q2 2022 in Review

BHZ Capital Management sold out of Pathfinder Bancorp (PBHC) in Q2 2022, closing a stake of 9,293 shares — an estimated $204K sold.

BHZ Capital Management first reported a position in PBHC in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 17 funds tracked by Wall St. Rank hold PBHC as of Q2 2022.

  • BHZ Capital Management reported no remaining Pathfinder Bancorp position as of Q2 2022 after selling out during the quarter.
  • BHZ Capital Management sold 9,293 Pathfinder Bancorp shares in Q2 2022, an estimated $204K.
  • BHZ Capital Management first reported a position in Pathfinder Bancorp in Q1 2022 and held it in 1 quarter.
  • BHZ Capital Management's Pathfinder Bancorp position peaked at $204K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q2 2022.

Based on BHZ Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.