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Pathfinder Bancorp
PBHC

19 hedge funds and large institutions have $15.2M invested in Pathfinder Bancorp in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 24.19% → 23.87% (-0.33%)

7% less capital invested

Capital invested by funds: $16.4M → $15.2M (-$1.13M)

10% less funds holding

Funds holding: 21 → 19 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$29.8K
2
TRCT
Tower Research Capital (TRC)
New York
+$3.15K
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.18K

Top Sellers

Rank Fund Capital Flow
1
MWA
Monograph Wealth Advisors
California
-$159K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$47.3K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$40.9K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$4.99K
5
Northern Trust
Northern Trust
Illinois
-$1.26K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$6.68M -$4.99K -367 -0.1%
MA
2
Minerva Advisors
Pennsylvania
$3.35M – – –
VCM
3
Vanguard Capital Management
Pennsylvania
$1.49M +$1.59M +116,627 New
OC
4
Oppenheimer & Close
New York
$1.17M – – –
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$490K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$293K -$40.9K -3,008 -12%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$285K – – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$258K -$47.3K -3,483 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$230K +$1.18K +87 +0.5%
VFT
10
Vanguard Fiduciary Trust
Pennsylvania
$217K +$231K +16,980 New
Northern Trust
11
Northern Trust
Illinois
$209K -$1.26K -93 -0.6%
CSC
12
Caldwell Sutter Capital
California
$189K – – –
BlackRock
13
BlackRock
New York
$137K +$29.8K +2,192 +26%
BCM
14
Bridgeway Capital Management
Texas
$130K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$75K – – –
VGA
16
Vanguard Global Advisers
Pennsylvania
$20.9K +$22.2K +1,636 New
Morgan Stanley
17
Morgan Stanley
New York
$6.32K – – –
TRCT
18
Tower Research Capital (TRC)
New York
$5.89K +$3.15K +232 +101%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$2.21K – – –
Wells Fargo
20
Wells Fargo
California
$4 -$14 -1 Closed
MWA
21
Monograph Wealth Advisors
California
– -$159K -11,300 Closed
UBS Group
22
UBS Group
Switzerland
– -$56 -4 Closed
Bank of America
23
Bank of America
North Carolina
– -$28 -2 Closed

PBHC Hedge Fund Activity: Q1 2026 in Review

19 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2026, worth a combined $15.2M — down 6.9% from $16.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PBHC and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.

The largest buyer was BlackRock, adding an estimated $29.8K. The largest seller was Monograph Wealth Advisors, exiting entirely with an estimated $159K sold.

  • 19 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2026, down from 21 in Q4 2025.
  • Funds reported $15.2M of Pathfinder Bancorp stock for Q1 2026, down 6.9% quarter-over-quarter.
  • 3 funds opened new Pathfinder Bancorp positions in Q1 2026 and 4 closed out, a net change of -1 holder.
  • The largest Pathfinder Bancorp buyer in Q1 2026 was BlackRock, an estimated $29.8K added.
  • The largest Pathfinder Bancorp seller in Q1 2026 was Monograph Wealth Advisors, an estimated $159K sold.

Based on aggregated 13F filings for Q1 2026.