Pathfinder Bancorp Ownership | Who Owns Pathfinder Bancorp?
Pathfinder Bancorp Ownership Summary
Pathfinder Bancorp is owned by 23.61% institutional investors, 22.88% insiders, and 53.50% retail investors. Alliancebernstein is the largest institutional shareholder, holding 7.62% of PBHC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.56% of its assets in Pathfinder Bancorp shares.
PBHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pathfinder Bancorp | 23.61% | 22.88% | 53.50% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 473.76K | 7.62% | $6.68M |
| Minerva advisors | 262.20K | 4.22% | $3.35M |
| Vanguard group | 135.24K | 2.15% | $1.91M |
| Oppenheimer & close | 91.92K | 1.48% | $1.17M |
| Inspire investing | 58.96K | 0.73% | $1.01M |
| Hamilton point investment advisors | 38.43K | 0.62% | $490.35K |
| Geode capital management | 22.94K | 0.37% | $292.75K |
| Dimensional fund advisors lp | 22.37K | 0.36% | $285.49K |
| Susquehanna group, llp | 20.23K | 0.33% | $258.16K |
| Advisor group | 18.01K | 0.29% | $229.82K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Minerva advisors | 262.20K | 2.16% | $3.35M |
| Oppenheimer & close | 91.92K | 0.74% | $1.17M |
| Inspire investing | 58.96K | 0.11% | $1.01M |
| Caldwell sutter capital | 14.77K | 0.08% | $188.50K |
| Hamilton point investment advisors | 38.43K | 0.08% | $490.35K |
| Bridgeway capital management | 10.20K | 0.00% | $130.15K |
| Alliancebernstein | 473.76K | 0.00% | $6.68M |
| Advisor group | 18.01K | 0.00% | $229.82K |
| Tower research capital llc (trc) | 462.00 | 0.00% | $5.89K |
| Dimensional fund advisors lp | 22.37K | 0.00% | $285.49K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 135.24K | - | 95.26K |
| Vanguard fiduciary trust | 16.98K | 0.00% | 16.98K |
| Inspire investing | 58.96K | 0.11% | 8.44K |
| Blackrock funding, inc. /de | 10.75K | - | 2.19K |
| Vanguard global advisers | 1.64K | - | 1.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | - | - | -87.23K |
| M3f | - | - | -77.27K |
| Clark capital management group | - | - | -17.06K |
| Northern trust | - | - | -16.37K |
| Fny investment advisers | - | - | -15.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 16.98K | 0.00% | 16.98K | $216.66K |
| Vanguard global advisers | 1.64K | - | 1.64K | $20.88K |
| Bank of america corp /de/ | 19.00 | - | 19.00 | $251.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -1.00 |
| Citigroup | -1.00 |
| Ubs group | -4.00 |
| Innealta capital | -8.00 |
| Raymond james financial | -3.38K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 20 | 5.26% | 1,148,804 | 0.40% | 23 | 6.97% | 8 | 33.33% | 5 | 25.00% |
| Mar 31, 2026 | 19 | -9.52% | 1,144,193 | -1.36% | 18 | 5.42% | 6 | - | 4 | -33.33% |
| Dec 31, 2025 | 10 | -56.52% | 599,617 | -47.16% | 9 | 1.68% | 4 | -60.00% | 1 | -83.33% |
| Sep 30, 2025 | 10 | -47.37% | 503,205 | -29.45% | 10 | 4.71% | 3 | -72.73% | 1 | - |
| Jun 30, 2025 | 21 | -8.70% | 1,067,315 | 13.26% | 22 | 9.38% | 12 | -7.69% | 2 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 97.65K | 1.56% | 1.63K |
| Vanguard Morn Total Stk Mkt Idx Investor | 97.65K | 1.56% | 1.63K |
| Vanguard MStar Total Stk Mkt Idx Invest | 97.65K | 1.56% | - |
| Inspire Tactical Balanced ETF | 58.96K | 0.97% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 29.73K | 0.47% | - |
| Fidelity Extended Market Index | 13.81K | 0.22% | 4.93K |
| iShares Micro-Cap ETF | 10.61K | 0.17% | -142.00 |
| Bridgeway Omni Small-Cap Value | 10.20K | 0.16% | - |
| Bridgeway Omni Small-Cap Value N | 10.20K | 0.16% | - |
| DFA US Core Equity 2 I | 8.12K | 0.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 15, 2026 | Polniak Joseph | FVP, General Counsel | Buy | $15.88K |
| Jun 02, 2026 | Dowd James A. | President and CEO | Buy | $19.16K |
| Feb 12, 2026 | Gagas Adam C. | - | Buy | $81.00 |
| Feb 13, 2026 | Gagas Adam C. | - | Buy | $26.81K |
| Feb 04, 2026 | Ayoub David A. | - | Buy | $5.45K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | - |
| 2026 Q1 | 3 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
PBHC Ownership FAQ
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