Pathfinder Bancorp
PBHC • NASDAQ
Pathfinder Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by James A. Dowd, with a market cap of $91.9M. As of Q3 2025, 18% of shares are held by 23 institutional investors, with ALLIANCEBERNSTEIN L.P. as the largest holder at 7.23%.
President and Chief Executive OfficerJames A. Dowd
Market Cap$91.9M
Banks - Regional
Financial Services
Employees173.0
Websitepathfinderbank.com
Country
United States of America
Overview
Overview of institutional ownership in PBHC as of Q3 2025 with a market cap of $96.7M
All Institutions
- Institutions
- 23
- Value Held
- $17.7M
- Shares Held
- 1.1M
- Avg Position
- $771.4K
- Median Position
- $231.1K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $5.5M
- Shares Held
- 349.4K
- Avg Position
- $2.7M
- Median Position
- $2.7M
Ownership Breakdown
Based on market cap of $96.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in PBHC as of Q3 2025
| Institution | Position Value |
|---|---|
 ALLIANCEBERNSTEIN L.P. Long Only Manager | $7.0M 0.00% of portfolio |
M Minerva Advisors LLC Hedge Fund•Value | $4.1M 2.61% of portfolio |
O Oppenheimer & Close, LLC Institution | $1.4M 0.96% of portfolio |
 Fourthstone LLC Hedge Fund•Long/Short | $1.4M 0.25% of portfolio |
 VANGUARD GROUP INC Institution | $617.3K 0.00% of portfolio |
 Hamilton Point Investment Advisors, LLC RIA/Wealth | $602.4K 0.09% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $389.8K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $389.2K 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $344.4K 0.00% of portfolio |
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth | $344.2K 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PBHC in Q3 2025
- Traded
- +$1.1M
- Buyers
- 10
- Sellers
- 6
- Total Bought
- +$1.6M
- Total Sold
- −$509.9K
- Avg Position
- $739.2K
Biggest Buyers
| Institution | Net Bought |
|---|---|
ALLIANCEBERNSTEIN L.P. Long Only Manager | +$1.4M +92.4K shares |
Fourthstone LLC Hedge Fund•Long/Short | +$111.4K +7.1K shares |
 UBS Group AG Institution | +$7.7K +490.0 shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$5.6K +363.0 shares |
B BlackRock, Inc. Institution | +$3.5K +224.0 shares |
T Tower Research Capital LLC Institution | +$2.4K +151.0 shares |
R ROYAL BANK OF CANADA Institution | +$1.8K +117.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | +$31.0 +-21.0 shares |
 CITIGROUP INC Institution | +$15.0 +1.0 shares |
 WELLS FARGO & COMPANY/MN Institution | +$7.2 +0.8 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$205.7K −13.3K shares |
A Advisor Group Holdings, Inc. Institution | −$201.4K −13.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$51.8K −3.4K shares |
 NORTHERN TRUST CORP Institution | −$25.7K −1.6K shares |
VANGUARD GROUP INC Institution | −$14.3K −924.0 shares |
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth | −$11.0K −714.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PBHC in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 1
- Exited Value
- $51.8K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $51.8K 3.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in PBHC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PBHC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M Minerva Advisors LLC Hedge Fund•Value | 2.61% $4.1M |
O Oppenheimer & Close, LLC Institution | 0.96% $1.4M |
Fourthstone LLC Hedge Fund•Long/Short | 0.25% $1.4M |
 CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | 0.10% $231.1K |
Hamilton Point Investment Advisors, LLC RIA/Wealth | 0.09% $602.4K |
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth | 0.03% $344.2K |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | 0.00% $157.5K |
ALLIANCEBERNSTEIN L.P. Long Only Manager | 0.00% $7.0M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $389.8K |
A Advisor Group Holdings, Inc. Institution | 0.00% $306.9K |
Hedge Fund Spotlight
Discover hedge funds investing in PBHC
M
Minerva Advisors LLC
Hedge Fund • Value
Portfolio ManagerDavid Peter Cohen
- Portfolio Value
- $157.5M
- Positions
- 56
- Last Reported
- Q3 2025
Sector Allocation
Position in Pathfinder Bancorp
- Market Value
- $4.1M
- Shares Held
- 262.2K
- Portfolio Weight
- 2.61%
- Owned Since
- 2013-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Engineering & Construction Industrials | $16.7M | 10.58% | |
Manufacturing - Metal Fabrication Industrials | $13.3M | 8.45% | |
Manufacturing - Tools & Accessories Industrials | $12.4M | 7.90% |
