Geode Capital Management
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Geode Capital Management’s Pathfinder Bancorp PBHC Stock Holding History

Geode Capital Management’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 		$443K Buy
27,877
+4,941
+22% +$70.5K ﹤0.01% 3654
2026
Q1 		$293K Sell
22,936
-3,008
-12% -$40.9K ﹤0.01% 3790
2025
Q4 		$366K Buy
25,944
+745
+3% +$11K ﹤0.01% 3707
2025
Q3 		$389K Buy
25,199
+363
+1% +$5.44K ﹤0.01% 3710
2025
Q2 		$381K Sell
24,836
-98
-0.4% -$1.49K ﹤0.01% 3641
2025
Q1 		$410K Buy
24,934
+1,721
+7% +$28.9K ﹤0.01% 3618
2024
Q4 		$396K Hold
23,213
– – ﹤0.01% 3681
2024
Q3 		$371K Sell
23,213
-763
-3% -$11.8K ﹤0.01% 3699
2024
Q2 		$316K Buy
23,976
+833
+4% +$10.4K ﹤0.01% 3744
2024
Q1 		$291K Hold
23,143
– – ﹤0.01% 3806
2023
Q4 		$320K Hold
23,143
– – ﹤0.01% 3774
2023
Q3 		$325K Buy
23,143
+7,625
+49% +$106K ﹤0.01% 3780
2023
Q2 		$216K Hold
15,518
– – ﹤0.01% 4012
2023
Q1 		$268K Hold
15,518
– – ﹤0.01% 3909
2022
Q4 		$297K Sell
15,518
-20
-0.1% -$386 ﹤0.01% 3893
2022
Q3 		$316K Buy
+15,538
New +$310K ﹤0.01% 3958

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VFT
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Geode Capital Management's PBHC Position: Q2 2026 in Review

Geode Capital Management increased its Pathfinder Bancorp (PBHC) stake by 22% in Q2 2026, buying an estimated $70.5K and bringing the position to 27,877 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Geode Capital Management first reported a position in PBHC in Q3 2022 and has held it in 16 quarters since. 13 funds tracked by Wall St. Rank hold PBHC as of Q2 2026.

  • Geode Capital Management held 27,877 shares of Pathfinder Bancorp worth $443K as of Q2 2026.
  • Geode Capital Management bought 4,941 Pathfinder Bancorp shares in Q2 2026, an estimated $70.5K.
  • Pathfinder Bancorp made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3654 holding.
  • Geode Capital Management first reported a position in Pathfinder Bancorp in Q3 2022 and has held it in 16 quarters since.
  • 13 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.