Hamilton Point Investment Advisors’s Pathfinder Bancorp PBHC Stock Holding History

Hamilton Point Investment 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	$490K	Hold	38,429	–	–	0.08%	98
2025 Q4	$542K	Hold	38,429	–	–	0.08%	94
2025 Q3	$602K	Hold	38,429	–	–	0.09%	89
2025 Q2	$590K	Hold	38,429	–	–	0.1%	89
2025 Q1	$632K	Hold	38,429	–	–	0.11%	86
2024 Q4	$673K	Hold	38,429	–	–	0.12%	83
2024 Q3	$608K	Hold	38,429	–	–	0.11%	81
2024 Q2	$507K	Hold	38,429	–	–	0.1%	83
2024 Q1	$476K	Hold	38,429	–	–	0.09%	85
2023 Q4	$538K	Hold	38,429	–	–	0.11%	87
2023 Q3	$508K	Hold	38,429	–	–	0.13%	80
2023 Q2	$536K	Hold	38,429	–	–	0.13%	78
2023 Q1	$664K	Hold	38,429	–	–	0.16%	75
2022 Q4	$736K	Hold	38,429	–	–	0.2%	61
2022 Q3	$782K	Hold	38,429	–	–	0.24%	60
2022 Q2	$766K	Hold	38,429	–	–	0.22%	59
2022 Q1	$845K	Hold	38,429	–	–	0.22%	60
2021 Q4	$660K	Buy	38,429 +18,429	+92%	+$311K	0.16%	62
2021 Q3	$324K	Hold	20,000	–	–	0.09%	67
2021 Q2	$316K	Hold	20,000	–	–	0.09%	68
2021 Q1	$293K	Hold	20,000	–	–	0.08%	66
2020 Q4	$230K	Hold	20,000	–	–	0.07%	69
2020 Q3	$212K	Hold	20,000	–	–	0.07%	69
2020 Q2	$191K	Hold	20,000	–	–	0.07%	67
2020 Q1	$214K	Hold	20,000	–	–	0.1%	64
2019 Q4	$278K	Hold	20,000	–	–	0.11%	65
2019 Q3	$269K	Hold	20,000	–	–	0.11%	65
2019 Q2	$291K	Hold	20,000	–	–	0.12%	66
2019 Q1	$261K	Hold	20,000	–	–	0.12%	66
2018 Q4	$313K	Hold	20,000	–	–	0.16%	64
2018 Q3	$301K	Hold	20,000	–	–	0.14%	67
2018 Q2	$319K	Hold	20,000	–	–	0.16%	64
2018 Q1	$309K	Hold	20,000	–	–	0.16%	64
2017 Q4	$308K	Hold	20,000	–	–	0.16%	65
2017 Q3	$306K	Hold	20,000	–	–	0.17%	68
2017 Q2	$314K	Hold	20,000	–	–	0.18%	67
2017 Q1	$292K	Hold	20,000	–	–	0.17%	69
2016 Q4	$270K	Hold	20,000	–	–	0.17%	69
2016 Q3	$243K	Hold	20,000	–	–	0.15%	72
2016 Q2	$225K	Hold	20,000	–	–	0.15%	72
2016 Q1	$220K	Hold	20,000	–	–	0.15%	71
2015 Q4	$258K	Hold	20,000	–	–	0.18%	68
2015 Q3	$222K	Hold	20,000	–	–	0.17%	71
2015 Q2	$235K	Hold	20,000	–	–	0.19%	63
2015 Q1	$199K	Hold	20,000	–	–	0.16%	65
2014 Q4	$196K	Buy	+20,000	New	+$195K	0.17%	65

Other funds holding PBHC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hamilton Point Investment Advisors's PBHC Position: Q1 2026 in Review

Hamilton Point Investment Advisors held its Pathfinder Bancorp (PBHC) position steady in Q1 2026 at 38,429 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #98.

Hamilton Point Investment Advisors first reported a position in PBHC in Q4 2014 and has held it in 46 quarters since. The position peaked at $845K in Q1 2022. 19 funds tracked by Wall St. Rank hold PBHC as of Q1 2026.

Hamilton Point Investment Advisors held 38,429 shares of Pathfinder Bancorp worth $490K as of Q1 2026.
Hamilton Point Investment Advisors left its Pathfinder Bancorp share count unchanged in Q1 2026.
Pathfinder Bancorp made up 0.08% of Hamilton Point Investment Advisors's portfolio in Q1 2026, its #98 holding.
Hamilton Point Investment Advisors first reported a position in Pathfinder Bancorp in Q4 2014 and has held it in 46 quarters since.
Hamilton Point Investment Advisors's Pathfinder Bancorp position peaked at $845K in Q1 2022.
19 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q1 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.