Vault-13

PATHFINDER BANCORP INC MD PBHC

COM · Common Stock · CUSIP 70319R109

20 institutional holders +0 vs Q1 2026
1,148,8041.1m shares reported held*
$16.8mreported value*
2 new 6 added 5 reduced 1 sold out net bought ≈ $6.0k (+4.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $14.58.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 18Q4 22: 18Q1 23: 18Q2 23: 19Q3 23: 20Q4 23: 20Q1 24: 19Q2 24: 22Q3 24: 21Q4 24: 23Q1 25: 24Q2 25: 23Q3 25: 23Q4 25: 21Q1 26: 20Q2 26: 2020Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202218
Q4 202218
Q1 202318
Q2 202319
Q3 202320
Q4 202320
Q1 202419
Q2 202422
Q3 202421
Q4 202423
Q1 202524
Q2 202523
Q3 202523
Q4 202521
Q1 202620
Q2 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 8 bought or addedQ3 24: 7 cut or sold outQ4 24: 9 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 4 cut or sold outQ2 25: 13 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 8 cut or sold outQ4 25: 6 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 8 cut or sold outQ2 26: 8 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202487
Q4 202495
Q1 2025134
Q2 2025136
Q3 202588
Q4 202568
Q1 202638
Q2 202686

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC Added +14,014+14.0k
GEODE CAPITAL MANAGEMENT, LLC Added +4,941+4.9k
ALLIANCEBERNSTEIN L.P. Added +4,405+4.4k
Oppenheimer & Close, LLC Added +3,264+3.3k
UBS Group AG New +2,654+2.7k
BlackRock, Inc. Added +2,317+2.3k
BARCLAYS PLC New +16+16
WELLS FARGO & COMPANY/MN Added +1+1

Biggest sellers

NORTHERN TRUST CORP Sold out -16,366-16.4k
OSAIC HOLDINGS, INC. Reduced -5,116-5.1k
VANGUARD FIDUCIARY TRUST CO Reduced -2,196-2.2k
DIMENSIONAL FUND ADVISORS LP Reduced -1,929-1.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -844-844
Tower Research Capital LLC (TRC) Reduced -377-377

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ALLIANCEBERNSTEIN L.P. 13G · institution +0.8 pts · filed 2025-12-04 10.1% +0.8 pts 485.5k≈ $7.7m 2025-12-04
Minerva Advisors LLC 13G · passive investor filed 2026-02-17 5.5% 262.2k≈ $4.2m 2026-02-17
Pathfinder Bank Employee Stock Ownership Plan Trust 13G · institution -0.5 pts · filed 2026-02-13 5.1% -0.5 pts 317.5k≈ $5.0m 2026-02-13

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 2 buyingQ1 26: 0 sellingQ1 26Q2 26: 2 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—1$154.8k—
Q1 20250—2$149.4k—
Q2 20251$14.9k0——
Q3 20250—0——
Q4 20250—0——
Q1 20262$32.3k0——
Q2 20262$35.0k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-15 Polniak Joseph FVP, General Counsel Bought 1,000 $15.88 $15.9k1.0k shares +12%
2026-06-02 Dowd James A. President and CEO · By 401K Bought 1,400 $13.69 $19.2k1.4k shares +8%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 478,169478.2k $6.1m $6.1m 0.00% Added +4.4k +4,405
2 Minerva Advisors LLC 2.63% of their portfolio BALA CYNWYD, PA 262,204262.2k $4.2m $4.2m 2.63% Unchanged
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 130,641130.6k $2.1m $2.1m 0.00% Added +14.0k +14,014
4 Oppenheimer & Close, LLC 0.95% of their portfolio NEW YORK, NY 95,17995.2k $1.5m $1.5m 0.95% Added +3.3k +3,264
5 Hamilton Point Investment Advisors, LLC 0.09% of their portfolio CHAPEL HILL, NC 38,42938.4k $610.3k $610.3k 0.09% Unchanged
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 27,87727.9k $442.8k $442.8k 0.00% Added +4.9k +4,941
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 20,44520.4k $324.7k $324.7k 0.00% Reduced -1.9k -1,929
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,38819.4k $307.9k $307.9k 0.00% Reduced -844 -844
9 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 14,78414.8k $234.8k $234.8k 0.00% Reduced -2.2k -2,196
10 CALDWELL SUTTER CAPITAL, INC. 0.09% of their portfolio SAUSALITO, CA 14,77314.8k $234.6k $234.6k 0.09% Unchanged
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 13,06713.1k $207.5k $207.5k 0.00% Added +2.3k +2,317
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,89512.9k $204.8k $204.8k 0.00% Reduced -5.1k -5,116
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 10,20010.2k $162.0k $162.0k 0.00% Unchanged
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,8665.9k $93.0k $93.0k 0.00% Unchanged
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,6542.7k $42.1k $42.1k 0.00% New
16 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 1,6361.6k $26.0k $26.0k 0.00% Unchanged
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 495495 $7.9k $7.9k 0.00% Unchanged
18 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 8585 $1.4k $1.4k 0.00% Reduced -377 -377
19 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1616 $254 $254 0.00% New
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $9 $9 0.00% Added +1 +1