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Reilly Financial Advisors’s Pathfinder Bancorp PBHC Stock Holding History

Reilly Financial 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
2021
Q4 		$34K Buy
+2,000
New +$33.7K ﹤0.01% 471

Other funds holding PBHC

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
HPIA
Hamilton Point Investment Advisors Chapel Hill, North Carolina $649M AUM 15.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Reilly Financial Advisors's PBHC Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Pathfinder Bancorp (PBHC) in Q4 2021: 2,000 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings.

21 funds tracked by Wall St. Rank hold PBHC as of Q4 2021.

  • Reilly Financial Advisors held 2,000 shares of Pathfinder Bancorp worth $34K as of Q4 2021.
  • Pathfinder Bancorp was a new Reilly Financial Advisors position in Q4 2021.
  • Pathfinder Bancorp made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #471 holding.
  • 21 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.