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Pathfinder Bancorp

21 hedge funds and large institutions have $16.4M invested in Pathfinder Bancorp in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% more ownership

Funds ownership: 23.7%24.19% (+0.49%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

8% less capital invested

Capital invested by funds: $17.7M → $16.4M (-$1.38M)

9% less funds holding

Funds holding: 2321 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$6.69M +$413K +28,078 +6%
MA
2
Minerva Advisors
Pennsylvania
$3.7M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.91M +$1.4M +95,262 +238%
OC
4
Oppenheimer & Close
New York
$1.3M
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$542K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$366K +$11K +745 +3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$335K -$22.6K -1,533 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$316K +$971 +66 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$253K -$36.6K -2,485 -12%
Northern Trust
10
Northern Trust
Illinois
$232K +$52.3K +3,551 +28%
CSC
11
Caldwell Sutter Capital
California
$208K
MWA
12
Monograph Wealth Advisors
California
$159K -$162K -10,993 -49%
BCM
13
Bridgeway Capital Management
Texas
$144K
BlackRock
14
BlackRock
New York
$121K +$4.94K +336 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$83K -$1.72K -117 -2%
Morgan Stanley
16
Morgan Stanley
New York
$7K
TRCT
17
Tower Research Capital (TRC)
New York
$3.25K -$1.5K -102 -31%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$2K
UBS Group
19
UBS Group
Switzerland
$56 -$7.15K -486 -99%
Bank of America
20
Bank of America
North Carolina
$28
Wells Fargo
21
Wells Fargo
California
$11
FL
22
Fourthstone LLC
Missouri
-$1.37M -87,231 Closed
Citigroup
23
Citigroup
New York
-$15 -1 Closed

PBHC Hedge Fund Activity: Q4 2025 in Review

21 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2025, worth a combined $16.4M — down 7.8% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PBHC and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Vanguard Group, adding an estimated $1.4M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $1.37M sold.

  • 21 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2025, down from 23 in Q3 2025.
  • Funds reported $16.4M of Pathfinder Bancorp stock for Q4 2025, down 7.8% quarter-over-quarter.
  • 0 funds opened new Pathfinder Bancorp positions in Q4 2025 and 2 closed out, a net change of -2 holders.
  • The largest Pathfinder Bancorp buyer in Q4 2025 was Vanguard Group, an estimated $1.4M added.
  • The largest Pathfinder Bancorp seller in Q4 2025 was Fourthstone LLC, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2025.