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Pathfinder Bancorp
PBHC

Overview Fund Activity

20 hedge funds and large institutions have $12.4M invested in Pathfinder Bancorp in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$621K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.44M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$78K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$245K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$316K

Top Sellers

1
BlackRock
1
BlackRock
New York
$109K
2
TRCT
2
Tower Research Capital (TRC)
New York
$14.2K
3
Wells Fargo
3
Wells Fargo
California
$6
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$3.44M 260,575 +13,317 +5%
MA
2
Minerva Advisors
Pennsylvania
$3.41M 262,204 – –
OC
3
Oppenheimer & Close
New York
$1.21M 91,915 +197 +0.2%
MI
4
M3F Inc
Utah
$1.02M 77,265 – –
FL
5
Fourthstone LLC
Missouri
$621K 47,117 +47,117 New
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$507K 38,429 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$497K 37,681 – –
MWA
8
Monograph Wealth Advisors
California
$391K 29,695 +32 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$316K 23,976 +833 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$245K 18,604 +1,941 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$215K 16,292 – –
CSC
12
Caldwell Sutter Capital
California
$203K 15,373 – –
BCM
13
Bridgeway Capital Management
Texas
$134K 10,200 – –
BlackRock
14
BlackRock
New York
$109K 8,298 -600 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$78K 5,940 +5,826 +5,111%
TRCT
16
Tower Research Capital (TRC)
New York
$14.2K 1,078 -118 -10%
Morgan Stanley
17
Morgan Stanley
New York
$6.52K 494 – –
UBS Group
18
UBS Group
Switzerland
$4.83K 366 +286 +358%
Bank of America
19
Bank of America
North Carolina
$251 19 +19 New
IC
20
Innealta Capital
Texas
$105 8 +8 New
Wells Fargo
21
Wells Fargo
California
– – -19 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –