Pathfinder Bancorp Ownership | Who Owns Pathfinder Bancorp?
Pathfinder Bancorp Ownership Summary
Pathfinder Bancorp is owned by 18.40% institutional investors, 22.99% insiders, and 58.61% 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 1.41% of its assets in Pathfinder Bancorp shares.
PBHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pathfinder Bancorp | 18.40% | 22.99% | 58.61% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
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 |
| Fny investment advisers | - | - | -15.57K |
| Monograph wealth advisors | - | - | -11.30K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Mar 31, 2025 | 23 | 9.52% | 942,380 | -6.75% | 15 | 5.62% | 13 | 62.50% | 2 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 88.50K | 1.41% | - |
| Inspire Tactical Balanced ETF | 58.96K | 0.97% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 24.76K | 0.40% | - |
| Bridgeway Omni Small-Cap Value | 10.20K | 0.16% | - |
| Bridgeway Omni Small-Cap Value N | 10.20K | 0.16% | - |
| Fidelity Extended Market Index | 8.92K | 0.14% | -4.36K |
| iShares Micro-Cap ETF | 8.55K | 0.14% | - |
| DFA US Core Equity 2 I | 8.12K | 0.13% | - |
| NT Ext Equity Mkt Idx Fd - L | 5.87K | 0.09% | - |
| Northern Trust Extended Eq Market Idx | 5.87K | 0.09% | 3.60K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 05, 2025 | Ayoub David A. | - | Buy | $14.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 3 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
PBHC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools