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Clark Capital Management Group’s Pathfinder Bancorp PBHC Stock Holding History

Clark Capital Management 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
2025
Q2 		– Sell
-17,062
Closed -$280K – 458
2025
Q1 		$280K Buy
+17,062
New +$286K ﹤0.01% 384

Other funds holding PBHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Clark Capital Management Group's PBHC Position: Q2 2025 in Review

Clark Capital Management Group sold out of Pathfinder Bancorp (PBHC) in Q2 2025, closing a stake of 17,062 shares — an estimated $280K sold.

Clark Capital Management Group first reported a position in PBHC in Q1 2025 and held it in 1 quarter. The position peaked at $280K in Q1 2025. 21 funds tracked by Wall St. Rank hold PBHC as of Q2 2025.

  • Clark Capital Management Group reported no remaining Pathfinder Bancorp position as of Q2 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 17,062 Pathfinder Bancorp shares in Q2 2025, an estimated $280K.
  • Clark Capital Management Group first reported a position in Pathfinder Bancorp in Q1 2025 and held it in 1 quarter.
  • Clark Capital Management Group's Pathfinder Bancorp position peaked at $280K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q2 2025.

Based on Clark Capital Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.