Raymond James Financial
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Raymond James Financial’s Pathfinder Bancorp PBHC Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-3,379
Closed -$51.8K – 6225
2025
Q2 		$51.8K Buy
+3,379
New +$51.3K ﹤0.01% 5170

Other funds holding PBHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $710M AUM 25.95% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Raymond James Financial's PBHC Position: Q3 2025 in Review

Raymond James Financial sold out of Pathfinder Bancorp (PBHC) in Q3 2025, closing a stake of 3,379 shares — an estimated $51.8K sold.

Raymond James Financial first reported a position in PBHC in Q2 2025 and held it in 1 quarter. The position peaked at $51.8K in Q2 2025. 23 funds tracked by Wall St. Rank hold PBHC as of Q3 2025.

  • Raymond James Financial reported no remaining Pathfinder Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,379 Pathfinder Bancorp shares in Q3 2025, an estimated $51.8K.
  • Raymond James Financial first reported a position in Pathfinder Bancorp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Pathfinder Bancorp position peaked at $51.8K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.