Caldwell Sutter Capital’s Pathfinder Bancorp PBHC Stock Holding History

Caldwell Sutter Capital’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
2026 Q3	$239K	Sell	14,173 -600	-4%	-$9.9K	0.09%	198
2026 Q2	$235K	Hold	14,773	–	–	0.09%	201
2026 Q1	$189K	Hold	14,773	–	–	0.08%	229
2025 Q4	$208K	Hold	14,773	–	–	0.09%	211
2025 Q3	$231K	Hold	14,773	–	–	0.1%	189
2025 Q2	$227K	Hold	14,773	–	–	0.1%	182
2025 Q1	$243K	Hold	14,773	–	–	0.12%	174
2024 Q4	$258K	Hold	14,773	–	–	0.12%	168
2024 Q3	$234K	Sell	14,773 -600	-4%	-$9.25K	0.11%	178
2024 Q2	$203K	Hold	15,373	–	–	0.1%	197
2024 Q1	$191K	Hold	15,373	–	–	0.09%	206
2023 Q4	$215K	Hold	15,373	–	–	0.11%	182
2023 Q3	$205K	Hold	15,373	–	–	0.11%	173
2023 Q2	$214K	Hold	15,373	–	–	0.11%	169
2023 Q1	$265K	Hold	15,373	–	–	0.19%	101
2022 Q4	$294K	Buy	+15,373	New	+$297K	0.26%	80

Other funds holding PBHC

Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return

Hamilton Point Investment Advisors Chapel Hill, North Carolina $723M AUM 21.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Caldwell Sutter Capital's PBHC Position: Q3 2026 in Review

Caldwell Sutter Capital reduced its Pathfinder Bancorp (PBHC) stake by 4.1% in Q3 2026, selling an estimated $9.9K and leaving 14,173 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #198.

Caldwell Sutter Capital first reported a position in PBHC in Q4 2022 and has held it in 16 quarters since. The position peaked at $294K in Q4 2022. 8 funds tracked by Wall St. Rank hold PBHC as of Q3 2026.

Caldwell Sutter Capital held 14,173 shares of Pathfinder Bancorp worth $239K as of Q3 2026.
Caldwell Sutter Capital sold 600 Pathfinder Bancorp shares in Q3 2026, an estimated $9.9K.
Pathfinder Bancorp made up 0.09% of Caldwell Sutter Capital's portfolio in Q3 2026, its #198 holding.
Caldwell Sutter Capital first reported a position in Pathfinder Bancorp in Q4 2022 and has held it in 16 quarters since.
Caldwell Sutter Capital's Pathfinder Bancorp position peaked at $294K in Q4 2022.
8 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.