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Pathfinder Bancorp
PBHC

Overview Fund Activity

21 hedge funds and large institutions have $17.6M invested in Pathfinder Bancorp in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$229K
2
FL
2
Fourthstone LLC
Missouri
$1.55M
3
II
3
Inspire Investing
Idaho
$1.01M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$251K
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$5.05M

Top Sellers

1
MWA
1
Monograph Wealth Advisors
California
$397K
2
BlackRock
2
BlackRock
New York
$135K
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$332
5
Wells Fargo
5
Wells Fargo
California
$3
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.05M 288,511 +2,707 +0.9%
MA
2
Minerva Advisors
Pennsylvania
$4.46M 262,204 – –
OC
3
Oppenheimer & Close
New York
$1.61M 91,915 – –
FL
4
Fourthstone LLC
Missouri
$1.55M 88,300 +8,579 +11%
II
5
Inspire Investing
Idaho
$1.01M 58,960 +8,436 +17%
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$673K 38,429 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$643K 37,681 – –
MWA
8
Monograph Wealth Advisors
California
$397K 23,284 -6,435 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$396K 23,213 – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$335K 19,640 +1,032 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$292K 16,659 +367 +2%
CSC
12
Caldwell Sutter Capital
California
$258K 14,773 – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$251K 14,712 +3,558 +32%
Northern Trust
14
Northern Trust
Illinois
$229K 13,104 +13,104 New
BCM
15
Bridgeway Capital Management
Texas
$174K 10,200 – –
BlackRock
16
BlackRock
New York
$135K 7,709 -557 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$103K 5,866 – –
Morgan Stanley
18
Morgan Stanley
New York
$8.65K 494 – –
UBS Group
19
UBS Group
Switzerland
$5.06K 289 +289 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K 173 +173 New
Bank of America
21
Bank of America
North Carolina
$332 19 -3 -14%
Wells Fargo
22
Wells Fargo
California
– – -1 Closed
TRCT
23
Tower Research Capital (TRC)
New York
– – -257 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –