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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
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

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Caldwell Sutter Capital's PBHC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Pathfinder Bancorp (PBHC) position steady in Q2 2026 at 14,773 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #201.

Caldwell Sutter Capital first reported a position in PBHC in Q4 2022 and has held it in 15 quarters since. The position peaked at $294K in Q4 2022. 13 funds tracked by Wall St. Rank hold PBHC as of Q2 2026.

  • Caldwell Sutter Capital held 14,773 shares of Pathfinder Bancorp worth $235K as of Q2 2026.
  • Caldwell Sutter Capital left its Pathfinder Bancorp share count unchanged in Q2 2026.
  • Pathfinder Bancorp made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #201 holding.
  • Caldwell Sutter Capital first reported a position in Pathfinder Bancorp in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Pathfinder Bancorp position peaked at $294K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.