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Inspire Investing’s Pathfinder Bancorp PBHC Stock Holding History

Inspire Investing’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
Q1 		– Sell
-58,960
Closed -$1.01M – 861
2024
Q4 		$1.01M Buy
58,960
+8,436
+17% +$146K 0.11% 203
2024
Q3 		$807K Buy
+50,524
New +$779K 0.08% 269

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
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Inspire Investing's PBHC Position: Q1 2025 in Review

Inspire Investing sold out of Pathfinder Bancorp (PBHC) in Q1 2025, closing a stake of 58,960 shares — an estimated $1.01M sold.

Inspire Investing first reported a position in PBHC in Q3 2024 and held it in 2 quarters. The position peaked at $1.01M in Q4 2024. 23 funds tracked by Wall St. Rank hold PBHC as of Q1 2025.

  • Inspire Investing reported no remaining Pathfinder Bancorp position as of Q1 2025 after selling out during the quarter.
  • Inspire Investing sold 58,960 Pathfinder Bancorp shares in Q1 2025, an estimated $1.01M.
  • Inspire Investing first reported a position in Pathfinder Bancorp in Q3 2024 and held it in 2 quarters.
  • Inspire Investing's Pathfinder Bancorp position peaked at $1.01M in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q1 2025.

Based on Inspire Investing's 13F filing for Q1 2025, filed 3 Jun 2025.