Pathfinder Bancorp Ownership | Who Owns Pathfinder Bancorp?
Pathfinder Bancorp Ownership Summary
Pathfinder Bancorp is owned by 5.36% institutional investors, 27.20% insiders, and 67.44% retail investors. Alliancebernstein is the largest institutional shareholder, holding 3.59% of PBHC shares. Inspire Tactical Balanced ETF is the top mutual fund, with 0.97% of its assets in Pathfinder Bancorp shares.
PBHC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pathfinder Bancorp | 5.36% | 27.20% | 67.44% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 288.51K | 3.59% | $5.05M |
| Minerva advisors | 262.20K | 3.26% | $4.46M |
| Oppenheimer & close | 91.92K | 1.51% | $1.61M |
| Fourthstone | 88.30K | 1.10% | $1.55M |
| Inspire investing | 58.96K | 0.73% | $1.01M |
| Monograph wealth advisors | 29.70K | 0.49% | $391.37K |
| Hamilton point investment advisors | 38.43K | 0.48% | $672.51K |
| Vanguard group | 37.68K | 0.47% | $642.84K |
| Geode capital management | 23.21K | 0.29% | $396.14K |
| Dimensional fund advisors lp | 19.64K | 0.24% | $335.06K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Minerva advisors | 262.20K | 2.61% | $4.46M |
| Oppenheimer & close | 91.92K | 1.32% | $1.61M |
| Fourthstone | 88.30K | 0.30% | $1.55M |
| Caldwell sutter capital | 14.77K | 0.12% | $257.65K |
| Hamilton point investment advisors | 38.43K | 0.12% | $672.51K |
| Inspire investing | 58.96K | 0.11% | $1.01M |
| Monograph wealth advisors | 29.70K | 0.06% | $391.37K |
| Bridgeway capital management | 10.20K | 0.00% | $174.01K |
| Alliancebernstein | 288.51K | 0.00% | $5.05M |
| Advisor group | 11.09K | 0.00% | $175.59K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 88.30K | 0.30% | 8.58K |
| Inspire investing | 58.96K | 0.11% | 8.44K |
| Susquehanna group, llp | 14.71K | - | 3.56K |
| Alliancebernstein | 288.51K | 0.00% | 2.71K |
| Dimensional fund advisors lp | 19.64K | 0.00% | 1.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -77.27K |
| Advisor group | 11.09K | 0.00% | -5.20K |
| Blackrock | 8.30K | - | -600.00 |
| Blackrock funding, inc. /de | 7.71K | - | -557.00 |
| Tower research capital llc (trc) | - | - | -257.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cwm | 173.00 | - | 173.00 | $3.00K |
| Bank of america corp /de/ | 19.00 | - | 19.00 | $251.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -1.00 |
| Innealta capital | -8.00 |
| Tower research capital llc (trc) | -257.00 |
| M3f | -77.27K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 8 | -60.00% | 431,021 | -56.25% | 5 | 2.05% | 2 | -77.78% | 2 | -50.00% |
| Sep 30, 2024 | 20 | - | 985,143 | 4.19% | 16 | 6.69% | 9 | -10.00% | 4 | 100.00% |
| Jun 30, 2024 | 20 | 11.11% | 945,529 | 7.85% | 15 | 7.36% | 10 | 25.00% | 2 | -50.00% |
| Mar 31, 2024 | 18 | -5.26% | 876,690 | -0.23% | 14 | 4.15% | 8 | -11.11% | 4 | 33.33% |
| Dec 31, 2023 | 19 | - | 878,690 | 0.27% | 18 | 5.25% | 9 | - | 3 | -40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Inspire Tactical Balanced ETF | 58.96K | 0.97% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 36.05K | 0.59% | - |
| Fidelity Extended Market Index | 12.67K | 0.21% | -81.00 |
| Bridgeway Omni Small-Cap Value | 10.20K | 0.17% | - |
| Bridgeway Omni Small-Cap Value N | 10.20K | 0.17% | - |
| DFA US Core Equity 2 I | 8.12K | 0.13% | - |
| iShares Micro-Cap ETF | 6.79K | 0.11% | - |
| Fidelity Total Market Index | 4.83K | 0.08% | - |
| DFA US Core Equity 1 I | 4.14K | 0.07% | - |
| Fidelity Series Total Market Index | 3.13K | 0.05% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2025 | TASCARELLA RONALD | Retired Executive Vice Pres. | Sell | $2.29K |
| Feb 28, 2025 | TASCARELLA RONALD | Retired Executive Vice Pres. | Sell | $34.20 |
| Feb 27, 2025 | TASCARELLA RONALD | Retired Executive Vice Pres. | Sell | $718.20 |
| Feb 26, 2025 | TASCARELLA RONALD | Retired Executive Vice Pres. | Sell | $20.88K |
| Feb 26, 2025 | TASCARELLA RONALD | Retired Executive Vice Pres. | Sell | $120.75 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 6 | - |
PBHC Ownership FAQ
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