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
Q2 		$325K Sell
20,445
-1,929
-9% -$27.5K ﹤0.01% 3019
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 Buy
+16,517
New +$309K ﹤0.01% 3133
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 $302B AUM 26.44% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Vanguard Capital Management
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors's PBHC Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its Pathfinder Bancorp (PBHC) stake by 8.6% in Q2 2026, selling an estimated $27.5K and leaving 20,445 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

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. 20 funds tracked by Wall St. Rank hold PBHC as of Q2 2026.

  • Dimensional Fund Advisors held 20,445 shares of Pathfinder Bancorp worth $325K as of Q2 2026.
  • Dimensional Fund Advisors sold 1,929 Pathfinder Bancorp shares in Q2 2026, an estimated $27.5K.
  • Pathfinder Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3019 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.
  • 20 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.