Pathfinder Bancorp Ownership | Who Owns Pathfinder Bancorp?
Pathfinder Bancorp Ownership Summary
Pathfinder Bancorp is owned by 15.55% institutional investors, 27.20% insiders, and 57.25% retail investors. Minerva advisors is the largest institutional shareholder, holding 4.31% 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 | 15.55% | 27.20% | 57.25% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Minerva advisors | 262.20K | 4.31% | $3.41M |
| Alliancebernstein | 260.57K | 4.29% | $3.44M |
| Oppenheimer & close | 91.92K | 1.51% | $1.21M |
| Fourthstone | 47.12K | 0.77% | $621.47K |
| Hamilton point investment advisors | 38.43K | 0.63% | $506.88K |
| Vanguard group | 37.68K | 0.62% | $497.01K |
| Monograph wealth advisors | 29.70K | 0.49% | $391.37K |
| Geode capital management | 23.98K | 0.39% | $316.08K |
| Dimensional fund advisors lp | 18.60K | 0.31% | $245.20K |
| Advisor group | 16.29K | 0.27% | $214.89K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Minerva advisors | 262.20K | 2.27% | $3.41M |
| Oppenheimer & close | 91.92K | 1.06% | $1.21M |
| Fourthstone | 47.12K | 0.20% | $621.47K |
| Caldwell sutter capital | 15.37K | 0.10% | $202.75K |
| Hamilton point investment advisors | 38.43K | 0.10% | $506.88K |
| Monograph wealth advisors | 29.70K | 0.06% | $391.37K |
| Bridgeway capital management | 10.20K | 0.00% | $134.44K |
| Alliancebernstein | 260.57K | 0.00% | $3.44M |
| Advisor group | 16.29K | 0.00% | $214.89K |
| Tower research capital llc (trc) | 1.08K | 0.00% | $14.22K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 47.12K | 0.20% | 47.12K |
| Alliancebernstein | 260.57K | 0.00% | 13.32K |
| Royal bank of canada | 5.94K | - | 5.83K |
| Dimensional fund advisors lp | 18.60K | 0.00% | 1.94K |
| Geode capital management | 23.98K | - | 833.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | - | - | -77.27K |
| Blackrock | 8.30K | - | -600.00 |
| Tower research capital llc (trc) | 1.08K | 0.00% | -118.00 |
| Wells fargo & company/mn | - | - | -19.00 |
| Innealta capital | - | - | -8.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fourthstone | 47.12K | 0.20% | 47.12K | $621.47K |
| Bank of america corp /de/ | 19.00 | - | 19.00 | $251.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -8.00 |
| Wells fargo & company/mn | -19.00 |
| M3f | -77.27K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 19 | 5.56% | 876,298 | 5.91% | 18 | 5.86% | 9 | -10.00% | 5 | 150.00% |
| Jun 30, 2023 | 18 | 5.88% | 827,411 | 4.36% | 17 | 6.07% | 10 | 66.67% | 2 | -33.33% |
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 | 13.43K | 0.22% | 142.00 |
| Bridgeway Omni Small-Cap Value N | 10.20K | 0.17% | - |
| Bridgeway Omni Small-Cap Value | 10.20K | 0.17% | - |
| DFA US Core Equity 2 I | 8.12K | 0.13% | - |
| iShares Micro-Cap ETF | 7.32K | 0.12% | - |
| Fidelity Total Market Index | 4.87K | 0.08% | - |
| DFA US Core Equity 1 I | 4.14K | 0.07% | - |
| Fidelity Series Total Market Index | 3.13K | 0.05% | -1.98K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 16, 2024 | Phillips Daniel R | Senior Vice President | Sell | $1.57K |
| Sep 16, 2024 | Phillips Daniel R | Senior Vice President | Sell | $9.49K |
| Sep 16, 2024 | Phillips Daniel R | Senior Vice President | Sell | $20.41K |
| Sep 16, 2024 | Phillips Daniel R | Senior Vice President | Sell | $7.95K |
| Sep 16, 2024 | Phillips Daniel R | Senior Vice President | Sell | $34.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 9 |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 6 | - |
| 2023 Q4 | 3 | - |
PBHC Ownership FAQ
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