UBS Group’s Pathfinder Bancorp PBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.1K | Buy |
+2,654
| New | +$37.9K | ﹤0.01% | 7664 |
|
|
2026
Q1 | – | Sell |
-4
| Closed | -$56 | – | 10995 |
|
|
2025
Q4 | $56 | Sell |
4
-486
| -99% | -$7.15K | ﹤0.01% | 10260 |
|
|
2025
Q3 | $7.68K | Buy |
+490
| New | +$7.34K | ﹤0.01% | 8708 |
|
|
2025
Q2 | – | Sell |
-826
| Closed | -$13.6K | – | 10687 |
|
|
2025
Q1 | $13.6K | Buy |
826
+537
| +186% | +$9.01K | ﹤0.01% | 8453 |
|
|
2024
Q4 | $5.06K | Buy |
+289
| New | +$4.99K | ﹤0.01% | 8699 |
|
|
2024
Q3 | – | Sell |
-366
| Closed | -$4.83K | – | 9919 |
|
|
2024
Q2 | $4.83K | Buy |
366
+286
| +358% | +$3.57K | ﹤0.01% | 8049 |
|
|
2024
Q1 | $990 | Buy |
+80
| New | +$999 | ﹤0.01% | 8278 |
|
|
2023
Q3 | – | Sell |
-380
| Closed | -$5.3K | – | 9841 |
|
|
2023
Q2 | $5.3K | Buy |
380
+379
| +37,900% | +$5.39K | ﹤0.01% | 7458 |
|
|
2023
Q1 | $17 | Buy |
+1
| New | +$19 | ﹤0.01% | 9435 |
|
|
2022
Q1 | – | Sell |
-859
| Closed | -$15K | – | 10728 |
|
|
2021
Q4 | $15K | Sell |
859
-339
| -28% | -$5.72K | ﹤0.01% | 8253 |
|
|
2021
Q3 | $19K | Buy |
+1,198
| New | +$19.3K | ﹤0.01% | 7216 |
|
|
2021
Q2 | – | Sell |
-191
| Closed | -$3K | – | 9697 |
|
|
2021
Q1 | $3K | Buy |
+191
| New | +$2.58K | ﹤0.01% | 8529 |
|
|
2020
Q4 | – | Sell |
-692
| Closed | -$7K | – | 8646 |
|
|
2020
Q3 | $7K | Buy |
692
+328
| +90% | +$3.23K | ﹤0.01% | 7132 |
|
|
2020
Q2 | $3K | Sell |
364
-459
| -56% | -$4.53K | ﹤0.01% | 7552 |
|
|
2020
Q1 | $9K | Sell |
823
-287
| -26% | -$3.76K | ﹤0.01% | 7002 |
|
|
2019
Q4 | $15K | Buy |
1,110
+100
| +10% | +$1.33K | ﹤0.01% | 7061 |
|
|
2019
Q3 | $14K | Buy |
+1,010
| New | +$13.7K | ﹤0.01% | 6952 |
|
|
2019
Q2 | – | Sell |
-769
| Closed | -$10K | – | 8080 |
|
|
2019
Q1 | $10K | Sell |
769
-696
| -48% | -$9.83K | ﹤0.01% | 6816 |
|
|
2018
Q4 | $23K | Sell |
1,465
-339
| -19% | -$5.04K | ﹤0.01% | 6670 |
|
|
2018
Q3 | $27K | Buy |
1,804
+422
| +31% | +$6.46K | ﹤0.01% | 6614 |
|
|
2018
Q2 | $22K | Sell |
1,382
-286
| -17% | -$4.5K | ﹤0.01% | 6637 |
|
|
2018
Q1 | $26K | Buy |
1,668
+129
| +8% | +$1.99K | ﹤0.01% | 6217 |
|
|
2017
Q4 | $24K | Buy |
1,539
+80
| +5% | +$1.23K | ﹤0.01% | 6411 |
|
|
2017
Q3 | $22K | Buy |
+1,459
| New | +$22.3K | ﹤0.01% | 6376 |
|
|
2017
Q2 | – | Sell |
-1,347
| Closed | -$20K | – | 7894 |
|
|
2017
Q1 | $20K | Buy |
1,347
+1,247
| +1,247% | +$17.8K | ﹤0.01% | 6138 |
|
|
2016
Q4 | $1K | Sell |
100
-727
| -88% | -$9.08K | ﹤0.01% | 7636 |
|
|
2016
Q3 | $10K | Buy |
+827
| New | +$9.96K | ﹤0.01% | 6789 |
|
|
2015
Q4 | – | Sell |
-42
| Closed | – | – | 8516 |
|
|
2015
Q3 | $0 | Buy |
+42
| New | +$472 | ﹤0.01% | 8566 |
|
|
2015
Q1 | – | Sell |
-2,780
| Closed | -$27K | – | 9205 |
|
|
2014
Q4 | $27K | Buy |
+2,780
| New | +$27K | ﹤0.01% | 7226 |
|
Other funds holding PBHC
MA
VCM
OC
HPIA
VFT
CSC
VGA
UBS Group's PBHC Position: Q2 2026 in Review
UBS Group opened a new position in Pathfinder Bancorp (PBHC) in Q2 2026: 2,654 shares worth $42.1K. The stake represents ﹤0.01% of the portfolio and ranks #7664 among its holdings. This is a return to the name: UBS Group previously reported a position in PBHC as recently as Q4 2025.
UBS Group first reported a position in PBHC in Q4 2014 and has held it in 29 quarters since. 13 funds tracked by Wall St. Rank hold PBHC as of Q2 2026.
- UBS Group held 2,654 shares of Pathfinder Bancorp worth $42.1K as of Q2 2026.
- Pathfinder Bancorp was a new UBS Group position in Q2 2026.
- Pathfinder Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7664 holding.
- UBS Group first reported a position in Pathfinder Bancorp in Q4 2014 and has held it in 29 quarters since.
- 13 funds tracked by Wall St. Rank held Pathfinder Bancorp as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.