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Pathfinder Bancorp
PBHC

Overview Fund Activity

21 hedge funds and large institutions have $16.3M invested in Pathfinder Bancorp in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
10
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$1.23M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$588K
3
Osaic Holdings
Osaic Holdings
Arizona
+$288K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$206K
5
Raymond James Financial
Raymond James Financial
Florida
+$51.8K

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$280K
2
FIA
FNY Investment Advisers
New York
-$256K
3
UBS Group
UBS Group
Switzerland
-$13.6K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.5K
5
Morgan Stanley
Morgan Stanley
New York
-$1.28K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.43M +$588K +38,354 +12%
MA
2
Minerva Advisors
Pennsylvania
$3.94M – – –
OC
3
Oppenheimer & Close
New York
$1.41M – – –
FL
4
Fourthstone LLC
Missouri
$1.23M +$1.23M +80,127 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$627K +$49.5K +3,224 +9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$592K +$206K +13,410 +53%
HPIA
7
Hamilton Point Investment Advisors
North Carolina
$590K – – –
Osaic Holdings
8
Osaic Holdings
Arizona
$572K +$288K +16,997 +102%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$381K -$1.5K -98 -0.4%
MWA
10
Monograph Wealth Advisors
California
$353K +$414 +27 +0.1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$342K +$21.5K +1,404 +7%
CSC
12
Caldwell Sutter Capital
California
$227K – – –
Northern Trust
13
Northern Trust
Illinois
$223K +$17.5K +1,140 +9%
BCM
14
Bridgeway Capital Management
Texas
$156K – – –
BlackRock
15
BlackRock
New York
$123K +$5.46K +356 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$90K – – –
Raymond James Financial
17
Raymond James Financial
Florida
$51.8K +$51.8K +3,379 New
Morgan Stanley
18
Morgan Stanley
New York
$7.6K -$1.28K -83 -14%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$2.78K +$2.41K +157 +654%
Bank of America
21
Bank of America
North Carolina
$352 +$46 +3 +15%
Wells Fargo
22
Wells Fargo
California
$3 -$15 -1 Closed
CCMG
23
Clark Capital Management Group
Pennsylvania
– -$280K -17,062 Closed
FIA
24
FNY Investment Advisers
New York
– -$256K -15,573 Closed
UBS Group
25
UBS Group
Switzerland
– -$13.6K -826 Closed