Pathfinder Bancorp Inc (PBHC) Ownership

19.77 ↑1.12 (6.01%)
As of November 15, 2022, 11:38am EST.

Institutional Ownership

Minerva Advisors LLC is the biggest individual institutional holder of Pathfinder Bancorp Inc (PBHC), owning a total of 254 thousand shares. Combined, the top 115 institutional holders of PBHC own 78.69% of the company with a total of 4.6 million shares.

In the latest ownership report, the top 115 institutional holders have increased their combined ownership of PBHC by 360 thousand shares, a 7.24% increase from the quarter prior.

Institution Ownership Chart

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Note from StockNinja: I'm aware that the ownership list needs an update. This is being worked on and will be ready within a day or two.

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Minerva Advisors LLC5.579%-2.024%254,045-5,2482021-03-31
Minerva Advisors LLC4.275%0.000%254,04502021-06-30
Minerva Advisors LLC4.260%0.000%254,04502021-09-30
Minerva Advisors LLC4.207%-0.905%251,746-2,2992021-12-31
Minerva Advisors LLC3.418%-0.039%251,649-972022-03-31
Minerva Advisors LLC4.206%0.000%251,64902022-06-30
Minerva Advisors LLC4.195%0.000%251,64902022-09-30
Rockbridge Investment Management, LLC2.231%0.000%133,467133,4672021-12-31
Oppenheimer & Close Inc2.181%0.000%99,33102021-03-31
Oppenheimer & Close Inc1.672%0.000%99,33102021-06-30
Oppenheimer & Close Inc1.666%0.000%99,33102021-09-30
Basswood Capital Management LLC1.623%0.222%97,3612162022-06-30
Basswood Capital Management LLC1.319%392.722%97,14577,4292022-03-31
M3F, Inc.1.286%39.012%94,68526,5722022-03-31
Oppenheimer & Close Inc1.533%-7.664%91,718-7,6132021-12-31
Oppenheimer & Close Inc1.533%0.000%91,71802022-03-31
Oppenheimer & Close Inc1.529%0.000%91,71802022-06-30
Oppenheimer & Close Inc1.529%0.000%91,71802022-09-30
M3F, Inc.1.485%-6.166%88,847-5,8382022-06-30
M3F, Inc.1.339%-9.594%80,323-8,5242022-09-30
M3F, Inc.1.146%9.368%68,1135,8342021-06-30
M3F, Inc.1.142%0.000%68,11302021-09-30
M3F, Inc.1.138%0.000%68,11302021-12-31
MONOGRAPH WEALTH ADVISORS, LLC1.047%0.000%62,61862,6182021-12-31
M3F, Inc.1.368%2.647%62,2791,6062021-03-31
Howe & Rusling Inc0.995%30.750%59,68114,0362022-06-30
Vanguard Group Inc0.915%1.265%54,7506842021-12-31
Vanguard Group Inc0.907%70.555%54,06622,3662021-09-30
BOOTHBAY FUND MANAGEMENT, LLC0.801%15.763%47,7426,5012021-09-30
Howe & Rusling Inc0.763%8.328%45,6453,5092022-03-31
MONOGRAPH WEALTH ADVISORS, LLC0.722%-30.972%43,224-19,3942022-03-31
Vanguard Group Inc0.711%-22.276%42,554-12,1962022-03-31
Howe & Rusling Inc0.704%0.000%42,13642,1362021-12-31
BOOTHBAY FUND MANAGEMENT, LLC0.694%35.925%41,24110,9002021-06-30
MONOGRAPH WEALTH ADVISORS, LLC0.663%-7.972%39,778-3,4462022-06-30
Hamilton Point Investment Advisors, LLC0.642%92.145%38,42918,4292021-12-31
Hamilton Point Investment Advisors, LLC0.642%0.000%38,42902022-03-31
Hamilton Point Investment Advisors, LLC0.642%0.000%38,42902022-06-30
Hamilton Point Investment Advisors, LLC0.641%0.000%38,42902022-09-30
AllianceBernstein L.P.0.615%37.451%36,78610,0232022-03-31
AllianceBernstein L.P.0.613%0.000%36,78602022-06-30
Vanguard Group Inc0.549%-22.632%32,923-9,6312022-06-30
Vanguard Group Inc0.533%0.635%31,7002002021-06-30
Vanguard Group Inc0.692%0.000%31,50002021-03-31
BOOTHBAY FUND MANAGEMENT, LLC0.666%0.000%30,34130,3412021-03-31
MONOGRAPH WEALTH ADVISORS, LLC0.492%-25.773%29,526-10,2522022-09-30
AllianceBernstein L.P.0.447%23.805%26,7635,1462021-12-31
AllianceBernstein L.P.0.363%0.000%21,61721,6172021-09-30
Hamilton Point Investment Advisors, LLC0.439%0.000%20,00002021-03-31
Hamilton Point Investment Advisors, LLC0.337%0.000%20,00002021-06-30
Hamilton Point Investment Advisors, LLC0.335%0.000%20,00002021-09-30
Basswood Capital Management LLC0.330%0.000%19,71619,7162021-12-31
Dimensional Fund Advisors, Inc.0.273%4.771%16,3827462022-09-30
Dimensional Fund Advisors, Inc.0.261%2.990%15,6364542022-06-30
Dimensional Fund Advisors, Inc.0.256%4.870%15,1827052021-06-30
Dimensional Fund Advisors, Inc.0.255%0.000%15,18202021-09-30
Dimensional Fund Advisors, Inc.0.254%0.000%15,18202021-12-31
Dimensional Fund Advisors, Inc.0.206%0.000%15,18202022-03-31
Dimensional Fund Advisors, Inc.0.318%0.000%14,47702021-03-31
Santa Monica Partners LP0.270%0.000%12,28502021-03-31
Santa Monica Partners LP0.207%0.000%12,28502021-06-30
Advisor Group Holdings, Inc.0.180%0.465%10,801502022-06-30
Advisor Group Holdings, Inc.0.180%0.561%10,751602021-12-31
Advisor Group Holdings, Inc.0.180%0.000%10,75102022-03-31
Advisor Group Holdings, Inc.0.235%-8.904%10,691-1,0452021-03-31
AIG Financial Advisors Inc0.235%-8.904%10,691-1,0452021-03-31
Advisor Group Holdings, Inc.0.180%0.000%10,69102021-06-30
Advisor Group Holdings, Inc.0.179%0.000%10,69102021-09-30
Eidelman Virant Capital0.167%0.000%10,00010,0002021-12-31
Eidelman Virant Capital0.167%0.000%10,00002022-03-31
BlackRock Inc0.161%1.901%9,6481802021-12-31
BHZ Capital Management, LP.0.155%0.000%9,2939,2932022-03-31
BlackRock Inc0.148%435.073%8,8187,1702021-06-30
Next Financial Group Inc0.110%0.000%5,00002021-03-31
Next Financial Group Inc0.084%0.000%5,00002021-06-30
Next Financial Group Inc0.084%0.000%5,00002021-09-30
FNY Investment Advisers, LLC0.040%0.000%2,3852,3852022-09-30
Reilly Financial Advisors, LLC0.033%0.000%2,0002,0002021-12-31
Creative Planning Inc0.033%0.000%2,0002,0002022-03-31
BlackRock Inc0.036%0.000%1,64802021-03-31
MONEY CONCEPTS CAPITAL CORP0.017%0.000%1,0001,0002022-03-31
UBS Group AG0.014%0.000%8598592021-12-31
UBS Group AG0.004%0.000%1911912021-03-31
Tower Research Capital LLC0.002%0.000%1411412021-09-30
Royal Bank of Canada0.002%0.000%10002021-03-31
Tower Research Capital LLC0.001%-51.064%69-722021-12-31
Morgan Stanley - Brokerage Accounts0.001%4.688%6732022-03-31
Morgan Stanley - Brokerage Accounts0.001%0.000%6402021-03-31
Morgan Stanley - Brokerage Accounts0.001%0.000%6402021-06-30
Morgan Stanley - Brokerage Accounts0.001%0.000%6402021-09-30
Morgan Stanley - Brokerage Accounts0.001%0.000%6402021-12-31
Wells Fargo & Co0.001%4.762%2212021-03-31
Bank of America Corp0.000%4.762%2212021-06-30
Wells Fargo & Co0.000%10.000%2222022-06-30
Bank of America Corp0.001%0.000%21212021-03-31
Wells Fargo & Co0.000%-4.546%21-12021-06-30
Wells Fargo & Co0.000%-4.762%20-12021-09-30
Wells Fargo & Co0.000%0.000%2002021-12-31
Wells Fargo & Co0.000%0.000%2002022-03-31
Tower Research Capital LLC0.000%0.000%10102022-06-30
Bank of America Corp0.000%0.000%552021-12-31
Wedbush Morgan Securities Inc0.000%-100.000%0-13,3732020-12-31
Tower Research Capital LLC0.000%-100.000%0-1,1222021-03-31
Royal Bank of Canada0.000%-100.000%0-1002021-06-30
UBS Group AG0.000%-100.000%0-1912021-06-30
Santa Monica Partners LP0.000%-100.000%0-12,2852021-09-30
BlackRock Investment Management, LLC0.000%-100.000%0-5362021-12-31
BOOTHBAY FUND MANAGEMENT, LLC0.000%-100.000%0-47,7422021-12-31
Next Financial Group Inc0.000%-100.000%0-5,0002021-12-31
Tower Research Capital LLC0.000%-100.000%0-692022-03-31
UBS Group AG0.000%-100.000%0-8592022-03-31
BHZ Capital Management, LP.0.000%-100.000%0-9,2932022-06-30
Creative Planning Inc0.000%-100.000%0-2,0002022-06-30
Eidelman Virant Capital0.000%-100.000%0-10,0002022-06-30
MONEY CONCEPTS CAPITAL CORP0.000%-100.000%0-1,0002022-06-30

Mutual Fund Ownership

Vanguard Extended Market Index Investor is the biggest individual fund holder of Pathfinder Bancorp Inc (PBHC), owning a total of 32 thousand shares. Combined, the top 30 mutual fund holders of PBHC own 1.76% of the company with a total of 83 thousand shares.

In the latest ownership report, the top 30 mutual funds have increased their combined ownership of PBHC by 9 thousand shares, a 10.23% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Extended Market Index Investor0.692%0.000%31,50002021-06-30
DFA US Core Equity 2 I0.178%0.000%8,11802021-05-31
iShares Micro-Cap ETF0.161%0.000%7,34102021-06-30
Fidelity® Total Market Index0.079%0.000%4,7164,7162022-09-30
DFA US Core Equity 1 I0.091%0.000%4,14102021-05-31
State St US Extended Mkt Indx NL Cl C0.073%0.000%3,30002021-06-30
SSgA U.S. Extended Market Index Class I0.073%0.000%3,30002021-06-30
Bridgeway Omni Small-Cap Value N0.066%0.000%3,00002021-03-31
Bridgeway Omni Small-Cap Value0.051%0.000%3,00002021-06-30
Schwab Total Stock Market Index0.038%0.000%2,3032,3032022-09-30
DFA US Vector Equity I0.027%0.000%1,21802021-05-31
SSgA U.S. Total Market Index Strategy0.022%0.101%99412021-06-30
1290 VT Micro Cap K0.021%0.000%93502021-05-31
DFA US Sustainability Core 10.020%0.000%90002021-05-31
NT Quality Small Cap Core0.020%0.000%89802021-03-31
NT Quality SCC US Fund - L0.020%0.000%89802021-06-30
iShares Core S&P Total US Stock Mkt ETF0.016%0.000%71302021-06-30
DFA US Vector Equity Class F0.016%0.000%7047042021-04-30
NT Ext Equity Mkt Idx Fd - L0.015%0.000%67102021-06-30
Northern Trust Extended Eq Market Idx0.015%0.000%67102021-06-30
Dimensional US Core Equity 2 ETF0.010%0.000%61002022-07-29
Vanguard U.S. Eq Idx £ Acc0.010%14,775.000%5955912021-08-31
Spartan Total Market Index Pool E0.008%48.185%4491462022-07-31
State St US Ttl Mkt Indx NL Cl C0.007%0.000%4004002022-03-31
Fidelity® Series Total Market Index0.007%0.000%3933932022-07-31
NT US Market Cap Idx Fd - L0.008%0.000%35102021-06-30
Northern Trust Wilshire 50000.008%0.000%35102021-06-30
Fidelity® Extended Market Index0.004%0.000%20002021-05-31
Vanguard Total Stock Mkt Idx Inv0.004%0.000%2002002021-06-30
DFA US Micro Cap I0.002%0.000%10002021-05-31

Discussions

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rikishiiiii

$PBHC they don’t want us to shine… But we gon shine…

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davieshelvy

$PBHC I’m expecting a breakout here in the next week

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unknownable

$PBHC do what the markets tells you to do not the other way around

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bulls_only

$PBHC take us to the moon
lets goooooo

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