PBHC Institutional Ownership
Pathfinder Bancorp, Inc.
1W: -1.5%
1M: -1.3%
3M: +6.1%
YTD: +21.1%
1Y: +14.3%
3Y: +30.8%
5Y: +13.4%
$16.79
-0.01 (-0.06%)
Pre-Market: $15.60 (-1.19, -7.09%)
Weekly Expected Move ±4.9%
$15
$16
$17
$18
$18
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — PBHC
21
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$17M
Total Invested
2
New Positions
6
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 478,169 | $8M | +4,405 | +0.9% | 20Q | SEC ↗ |
| 2 | Minerva Advisors LLC | 262,204 | $4M | — | +0.0% | 47Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 130,641 | $2M | +14,014 | +12.0% | 2Q | SEC ↗ |
| 4 | Oppenheimer & Close, LLC | 95,179 | $2M | +3,264 | +3.6% | 47Q | SEC ↗ |
| 5 | Hamilton Point Investment Advisors, LL | 38,429 | $645K | — | +0.0% | 36Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 27,877 | $468K | +4,941 | +21.5% | 16Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 20,445 | $343K | -1,929 | -8.6% | 31Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,388 | $326K | -844 | -4.2% | 8Q | SEC ↗ |
| 9 | VANGUARD FIDUCIARY TRUST CO | 14,784 | $248K | -2,196 | -12.9% | 2Q | SEC ↗ |
| 10 | CALDWELL SUTTER CAPITAL, INC. | 14,773 | $248K | — | +0.0% | 15Q | SEC ↗ |
| 11 | BlackRock, Inc. | 13,067 | $219K | +2,317 | +21.6% | 8Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 12,895 | $217K | -5,116 | -28.4% | 26Q | SEC ↗ |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10,200 | $171K | — | +0.0% | 12Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 5,866 | $98K | — | +0.0% | 13Q | SEC ↗ |
| 15 | UBS Group AG NEW | 2,654 | $45K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Vanguard Global Advisers, LLC | 1,636 | $27K | — | +0.0% | 2Q | SEC ↗ |
| 17 | MORGAN STANLEY | 495 | $8K | — | +0.0% | 41Q | SEC ↗ |
| 18 | CWM, LLC | 173 | $3K | — | +0.0% | 6Q | SEC ↗ |
| 19 | Tower Research Capital LLC (TRC) | 85 | $1K | -377 | -81.6% | 6Q | SEC ↗ |
| 20 | BARCLAYS PLC NEW | 16 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 21 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 15Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 0 | $0K | -2 | -100.0% | 7Q | SEC ↗ |
| 23 | MONOGRAPH WEALTH ADVISORS, LLC | 0 | $0K | -11,300 | -100.0% | 17Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 0 | $0K | -16,366 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 2,654 | $45K |
| BARCLAYS PLC | 16 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHERN TRUST CORP | 16,366 | $275K |
| MONOGRAPH WEALTH ADVISORS, LLC | 11,300 | $190K |
| BANK OF AMERICA CORP /DE | 2 | $0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +14,014 | +12.0% | 130,641 |
| GEODE CAPITAL MANAGEMENT, LLC | +4,941 | +21.5% | 27,877 |
| ALLIANCEBERNSTEIN L.P. | +4,405 | +0.9% | 478,169 |
| Oppenheimer & Close, LLC | +3,264 | +3.6% | 95,179 |
| BlackRock, Inc. | +2,317 | +21.6% | 13,067 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -5,116 | -28.4% | 12,895 |
| VANGUARD FIDUCIARY TRUST CO | -2,196 | -12.9% | 14,784 |
| DIMENSIONAL FUND ADVISORS LP | -1,929 | -8.6% | 20,445 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -844 | -4.2% | 19,388 |
| Tower Research Capital LLC (TRC) | -377 | -81.6% | 85 |