Dimensional Fund Advisors
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Dimensional Fund Advisors’s Pathfinder Bancorp PBHC Stock Holding History

Dimensional Fund 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
2026
Q1 		$285K Hold
22,374
– – ﹤0.01% 3014
2025
Q4 		$316K Buy
22,374
+66
+0.3% +$971 ﹤0.01% 3033
2025
Q3 		$344K Hold
22,308
– – ﹤0.01% 3048
2025
Q2 		$342K Buy
22,308
+1,404
+7% +$21.3K ﹤0.01% 3054
2025
Q1 		$344K Buy
20,904
+1,264
+6% +$21.2K ﹤0.01% 3050
2024
Q4 		$335K Buy
19,640
+1,032
+6% +$17.8K ﹤0.01% 3097
2024
Q3 		$297K Buy
18,608
+4
+0% +$62 ﹤0.01% 3113
2024
Q2 		$245K Buy
18,604
+1,941
+12% +$24.2K ﹤0.01% 3135
2024
Q1 		$209K Buy
16,663
+166
+1% +$2.07K ﹤0.01% 3186
2023
Q4 		$228K Hold
16,497
– – ﹤0.01% 3176
2023
Q3 		$232K Hold
16,497
– – ﹤0.01% 3193
2023
Q2 		$230K Sell
16,497
-20
-0.1% -$284 ﹤0.01% 3216
2023
Q1 		$285K Hold
16,517
– – ﹤0.01% 3133
2022
Q4 		$316 Buy
16,517
+135
+0.8% +$2.61K ﹤0.01% 3125
2022
Q3 		$333K Buy
16,382
+746
+5% +$14.9K ﹤0.01% 3138
2022
Q2 		$312K Buy
15,636
+454
+3% +$9.01K ﹤0.01% 3171
2022
Q1 		$324K Hold
15,182
– – ﹤0.01% 3233
2021
Q4 		$257K Hold
15,182
– – ﹤0.01% 3302
2021
Q3 		$247K Hold
15,182
– – ﹤0.01% 3312
2021
Q2 		$240K Buy
15,182
+705
+5% +$10.6K ﹤0.01% 3303
2021
Q1 		$206K Hold
14,477
– – ﹤0.01% 3286
2020
Q4 		$166K Hold
14,477
– – ﹤0.01% 3245
2020
Q3 		$153K Hold
14,477
– – ﹤0.01% 3229
2020
Q2 		$138K Hold
14,477
– – ﹤0.01% 3244
2020
Q1 		$155K Hold
14,477
– – ﹤0.01% 3230
2019
Q4 		$201K Hold
14,477
– – ﹤0.01% 3263
2019
Q3 		$190K Hold
14,477
– – ﹤0.01% 3288
2019
Q2 		$211K Hold
14,477
– – ﹤0.01% 3315
2019
Q1 		$189K Hold
14,477
– – ﹤0.01% 3317
2018
Q4 		$205K Buy
+14,477
New +$215K ﹤0.01% 3284

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors's PBHC Position: Q1 2026 in Review

Dimensional Fund Advisors held its Pathfinder Bancorp (PBHC) position steady in Q1 2026 at 22,374 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Dimensional Fund Advisors first reported a position in PBHC in Q4 2018 and has held it in 30 quarters since. The position peaked at $344K in Q3 2025. 19 funds tracked by Wall St. Rank hold PBHC as of Q1 2026.

  • Dimensional Fund Advisors held 22,374 shares of Pathfinder Bancorp worth $285K as of Q1 2026.
  • Dimensional Fund Advisors left its Pathfinder Bancorp share count unchanged in Q1 2026.
  • Pathfinder Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3014 holding.
  • Dimensional Fund Advisors first reported a position in Pathfinder Bancorp in Q4 2018 and has held it in 30 quarters since.
  • Dimensional Fund Advisors's Pathfinder Bancorp position peaked at $344K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.