| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 10% | +8.9% | $7,325,908 | +$594,969 | 485,481 | +8.8% | AllianceBernstein L.P. | 30 Nov 2025 |
| Pathfinder Bank Employee Stock Ownership Plan Trust | 5.1% | -8.3% | $4,492,101 | -$384,597 | 317,463 | -7.9% | Pathfinder Bank Employee Stock Ownership Plan Trust | 31 Dec 2025 |
| Minerva Advisors LLC | 5.5% | $3,710,187 | 262,204 | Minerva Advisors LLC | 31 Dec 2025 |
As of 31 Dec 2025, 21 institutional investors reported holding 1,159,939 shares of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC). This represents 24% of the company’s total 4,767,345 outstanding shares.
The largest institutional shareholders of Pathfinder Bancorp, Inc. - Common Stock, Par Value $0.01 (PBHC) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 9.9% | 474,131 | +6.3% | 0% | $6,689,988 |
| Minerva Advisors LLC | 5.5% | 262,204 | 0% | 2.5% | $3,699,699 |
| VANGUARD GROUP INC | 2.8% | 135,243 | +238% | 0% | $1,908,279 |
| Oppenheimer & Close, LLC | 1.9% | 91,915 | 0% | 0.88% | $1,296,921 |
| Hamilton Point Investment Advisors, LLC | 0.81% | 38,429 | 0% | 0.08% | $542,233 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.54% | 25,944 | +3% | 0% | $366,159 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.5% | 23,715 | -6.1% | 0% | $334,619 |
| DIMENSIONAL FUND ADVISORS LP | 0.47% | 22,374 | +0.3% | 0% | $315,697 |
| OSAIC HOLDINGS, INC. | 0.38% | 17,924 | -12% | 0% | $252,907 |
| NORTHERN TRUST CORP | 0.35% | 16,459 | +28% | 0% | $232,237 |
| CALDWELL SUTTER CAPITAL, INC. | 0.31% | 14,773 | 0% | 0.09% | $208,447 |
| MONOGRAPH WEALTH ADVISORS, LLC | 0.24% | 11,300 | -49% | 0.02% | $159,441 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.21% | 10,200 | 0% | 0% | $143,922 |
| BlackRock, Inc. | 0.18% | 8,558 | +4.1% | 0% | $120,754 |
| ROYAL BANK OF CANADA | 0.12% | 5,866 | -2% | 0% | $83,000 |
| MORGAN STANLEY | 0.01% | 494 | -0.2% | 0% | $6,970 |
| Tower Research Capital LLC (TRC) | 0% | 230 | -31% | 0% | $3,245 |
| CWM, LLC | 0% | 173 | 0% | 0% | $2,000 |
| UBS Group AG | 0% | 4 | -99% | 0% | $56 |
| BANK OF AMERICA CORP /DE/ | 0% | 2 | 0% | 0% | $28 |
| WELLS FARGO & COMPANY/MN | 0% | 1 | 0% | 0% | $11 |
| Fourthstone LLC | 0% | 0 | -100% | $0 | |
| CITIGROUP INC | 0% | 0 | -100% | $0 | |
| MORGAN STANLEY | 0% | 1 | 0% | $27 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,159,939 | $16,366,613 | +$217,544 | $14.11 | 21 |
| 2025 Q3 | 1,134,850 | $17,741,734 | +$1,070,462 | $15.67 | 23 |
| 2025 Q2 | 1,067,396 | $16,309,177 | +$1,890,462 | $15.34 | 21 |
| 2025 Q1 | 942,379 | $15,492,533 | -$1,342,714 | $16.44 | 23 |
| 2024 Q4 | 1,016,135 | $17,568,261 | +$539,867 | $17.47 | 21 |
| 2024 Q3 | 985,143 | $15,578,728 | +$841,202 | $15.83 | 20 |
| 2024 Q2 | 945,529 | $12,420,469 | +$907,635 | $13.19 | 20 |
| 2024 Q1 | 876,690 | $10,809,741 | -$47,690 | $12.38 | 18 |
| 2023 Q4 | 878,646 | $12,236,706 | +$32,251 | $14.00 | 19 |
| 2023 Q3 | 1,132,897 | $15,045,214 | +$594,677 | $13.22 | 20 |
| 2023 Q2 | 827,411 | $11,562,931 | +$473,501 | $13.94 | 18 |
| 2023 Q1 | 792,855 | $13,692,056 | +$440,682 | $17.27 | 17 |
| 2022 Q4 | 768,341 | $14,630,016 | -$454,973 | $19.14 | 17 |
| 2022 Q3 | 780,230 | $15,867,760 | -$26,260 | $20.34 | 15 |
| 2022 Q2 | 781,527 | $15,466,415 | -$590,721 | $19.93 | 14 |
| 2022 Q1 | 808,959 | $17,541,079 | -$624,109 | $21.95 | 18 |
| 2021 Q4 | 845,226 | $14,386,264 | +$2,905,872 | $17.16 | 18 |
| 2021 Q3 | 614,070 | $9,921,074 | +$653,146 | $16.19 | 15 |
| 2021 Q2 | 573,882 | $9,073,110 | +$506,980 | $15.80 | 13 |
| 2021 Q1 | 541,852 | $7,830,000 | +$367,370 | $14.64 | 13 |
| 2020 Q4 | 517,165 | $5,938,000 | -$138,549 | $11.48 | 12 |
| 2020 Q3 | 530,328 | $5,619,000 | -$32,390 | $10.59 | 14 |
| 2020 Q2 | 533,508 | $5,067,000 | +$518,515 | $9.54 | 14 |
| 2020 Q1 | 478,139 | $4,970,000 | +$107,610 | $10.70 | 14 |
| 2019 Q4 | 465,656 | $6,485,000 | -$329,406 | $13.90 | 15 |
| 2019 Q3 | 489,796 | $6,532,000 | +$149,033 | $13.42 | 18 |
| 2019 Q2 | 478,089 | $6,960,000 | -$5,139,282 | $14.57 | 15 |
| 2019 Q1 | 875,425 | $11,422,000 | +$126,498 | $13.05 | 17 |
| 2018 Q4 | 865,095 | $13,011,000 | +$2,360,361 | $15.65 | 17 |
| 2018 Q3 | 709,632 | $10,679,000 | +$934,731 | $15.05 | 17 |
| 2018 Q2 | 647,330 | $10,243,000 | +$210,107 | $15.97 | 15 |
| 2018 Q1 | 634,162 | $9,761,000 | +$170,869 | $15.38 | 14 |
| 2017 Q4 | 623,249 | $9,562,000 | +$245,212 | $15.33 | 14 |
| 2017 Q3 | 593,063 | $9,033,000 | +$199,016 | $15.19 | 14 |
| 2017 Q2 | 579,865 | $9,044,000 | -$775,462 | $15.70 | 14 |
| 2017 Q1 | 629,191 | $9,160,000 | -$643,618 | $14.60 | 14 |
| 2016 Q4 | 674,391 | $8,985,000 | +$1,810,198 | $13.39 | 15 |
| 2016 Q3 | 540,540 | $6,573,000 | -$23,341 | $12.16 | 14 |
| 2016 Q2 | 543,703 | $6,125,000 | -$213,116 | $11.26 | 15 |
| 2016 Q1 | 563,110 | $6,205,000 | +$98 | $11.01 | 14 |
| 2015 Q4 | 562,969 | $7,255,000 | -$291,323 | $12.90 | 12 |
| 2015 Q3 | 588,590 | $6,504,000 | +$282,583 | $11.10 | 12 |
| 2015 Q2 | 563,129 | $6,566,000 | +$135,748 | $11.76 | 9 |
| 2015 Q1 | 553,972 | $5,524,000 | +$2,976,973 | $9.97 | 8 |
| 2014 Q4 | 255,452 | $2,503,000 | +$2,474,785 | $9.80 | 7 |
| 2014 Q3 | 150 | $2,000 | +$2,000 | $13.33 | 1 |