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Pathfinder Bancorp
PBHC

Overview Fund Activity

23 hedge funds and large institutions have $15.5M invested in Pathfinder Bancorp in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
9
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.18M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$280K
3
FIA
3
FNY Investment Advisers
New York
$256K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$414K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$410K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
II
2
Inspire Investing
Idaho
$0
3
MWA
3
Monograph Wealth Advisors
California
$378K
4
BlackRock
4
BlackRock
New York
$126K
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.18M 315,302 +26,791 +9%
MA
2
Minerva Advisors
Pennsylvania
$4.31M 262,204 – –
OC
3
Oppenheimer & Close
New York
$1.51M 91,915 – –
HPIA
4
Hamilton Point Investment Advisors
North Carolina
$632K 38,429 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$619K 37,681 – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$414K 25,159 +10,447 +71%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$410K 24,934 +1,721 +7%
MWA
8
Monograph Wealth Advisors
California
$378K 22,980 -304 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$344K 20,904 +1,264 +6%
CCMG
10
Clark Capital Management Group
Pennsylvania
$280K 17,062 +17,062 New
Osaic Holdings
11
Osaic Holdings
Arizona
$275K 16,724 +65 +0.4%
FIA
12
FNY Investment Advisers
New York
$256K 15,573 +15,573 New
CSC
13
Caldwell Sutter Capital
California
$243K 14,773 – –
Northern Trust
14
Northern Trust
Illinois
$220K 13,410 +306 +2%
BCM
15
Bridgeway Capital Management
Texas
$168K 10,200 – –
BlackRock
16
BlackRock
New York
$126K 7,642 -67 -0.9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$96K 5,866 – –
UBS Group
18
UBS Group
Switzerland
$13.6K 826 +537 +186%
Morgan Stanley
19
Morgan Stanley
New York
$9.52K 578 +84 +17%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K 173 – –
TRCT
21
Tower Research Capital (TRC)
New York
$395 24 +24 New
Bank of America
22
Bank of America
North Carolina
$329 20 +1 +5%
Wells Fargo
23
Wells Fargo
California
$15 1 +1 New
FL
24
Fourthstone LLC
Missouri
– – -88,300 Closed
II
25
Inspire Investing
Idaho
– – -58,960 Closed
1
2