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PBHC

PBHC 13F Ownership Report

Pathfinder Bancorp INC

-$1.1M

Net Activity

Institutions Holding

20

Popularity Rank

#8216

Avg Weight

0.15%

Total Value

$15.2M

Ownership Trend

20 institutions currently hold PBHC, with 3 net buyers and 9 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

9

Net Buying Institutions

3

Key Holders

Key Holders

Top 5 by Value

AL
Alliancebernstein L.p.
$6.7M
MA
Minerva Advisors LLC
$3.3M
VC
Vanguard Capital Management LLC
$1.5M
O&
Oppenheimer & Close, LLC
$1.2M
HP
Hamilton Point Investment Advisors, LLC
$490.4K

Top 5 by Conviction

MA
Minerva Advisors LLC
2.16%
O&
Oppenheimer & Close, LLC
0.74%
HP
Hamilton Point Investment Advisors, LLC
0.08%
CS
Caldwell Sutter Capital, INC.
0.08%
AL
Alliancebernstein L.p.
0.00%
View all 20 holding institutions

Across its top 20 institutional holders, PBHC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$372.9K

Total Buy Value

$7.8M

Total Sell Value

New buy0
Trim4
Add3
Sold out5

3

Net Buyers

9

Net Sellers

Smart Money Convergence

PBHC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

70319R109

FAQ

Who are the top institutional investors holding PATHFINDER BANCORP INC (PBHC)?
Major stakeholders currently include Alliancebernstein L.p. ($6.7M), Minerva Advisors LLC ($3.3M), Vanguard Capital Management LLC ($1.5M). Based on the latest 13F filings, there are a total of 20 tracked investment funds and institutions maintaining positions in PBHC.
What is the overall institutional sentiment toward PBHC recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.1M, driven by 3 managers accumulating shares while 9 reduced their exposure.
Which institutions have been selling or reducing their PBHC positions?
In the latest period, 4 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $7.8M.
Are there any notable investors adding PBHC to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $372.9K.

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