PATHFINDER BANCORP INC MD PBHC
COM · Common Stock · CUSIP 70319R109
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersOswego, NY
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 18 |
| Q4 2022 | 18 |
| Q1 2023 | 18 |
| Q2 2023 | 19 |
| Q3 2023 | 20 |
| Q4 2023 | 20 |
| Q1 2024 | 19 |
| Q2 2024 | 22 |
| Q3 2024 | 21 |
| Q4 2024 | 23 |
| Q1 2025 | 24 |
| Q2 2025 | 23 |
| Q3 2025 | 23 |
| Q4 2025 | 21 |
| Q1 2026 | 20 |
| Q2 2026 | 20 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 8 | 7 |
| Q4 2024 | 9 | 5 |
| Q1 2025 | 13 | 4 |
| Q2 2025 | 13 | 6 |
| Q3 2025 | 8 | 8 |
| Q4 2025 | 6 | 8 |
| Q1 2026 | 3 | 8 |
| Q2 2026 | 8 | 6 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +14.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +4.9k |
| ALLIANCEBERNSTEIN L.P. | Added | +4.4k |
| Oppenheimer & Close, LLC | Added | +3.3k |
| UBS Group AG | New | +2.7k |
| BlackRock, Inc. | Added | +2.3k |
| BARCLAYS PLC | New | +16 |
| WELLS FARGO & COMPANY/MN | Added | +1 |
Biggest sellers
| NORTHERN TRUST CORP | Sold out | -16.4k |
| OSAIC HOLDINGS, INC. | Reduced | -5.1k |
| VANGUARD FIDUCIARY TRUST CO | Reduced | -2.2k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -844 |
| Tower Research Capital LLC (TRC) | Reduced | -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.
| Holder | Stake |
|---|---|
| ALLIANCEBERNSTEIN L.P. 13G · institution +0.8 pts · filed 2025-12-04 | 10.1% |
| Minerva Advisors LLC 13G · passive investor filed 2026-02-17 | 5.5% |
| Pathfinder Bank Employee Stock Ownership Plan Trust 13G · institution -0.5 pts · filed 2026-02-13 | 5.1% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $154.8k | — |
| Q1 2025 | 0 | — | 2 | $149.4k | — |
| Q2 2025 | 1 | $14.9k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 2 | $32.3k | 0 | — | — |
| Q2 2026 | 2 | $35.0k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-15 | Polniak Joseph FVP, General Counsel | Bought | $15.9k1.0k shares |
| 2026-06-02 | Dowd James A. President and CEO · By 401K | Bought | $19.2k1.4k shares |
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
| Manager | Shares | Change |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 478.2k $6.1m | Added +4.4k |
| Minerva Advisors LLC 2.63% of their portfolio | 262.2k $4.2m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 130.6k $2.1m | Added +14.0k |
| Oppenheimer & Close, LLC 0.95% of their portfolio | 95.2k $1.5m | Added +3.3k |
| Hamilton Point Investment Advisors, LLC 0.09% of their portfolio | 38.4k $610.3k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 27.9k $442.8k | Added +4.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 20.4k $324.7k | Reduced -1.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 19.4k $307.9k | Reduced -844 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 14.8k $234.8k | Reduced -2.2k |
| CALDWELL SUTTER CAPITAL, INC. 0.09% of their portfolio | 14.8k $234.6k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 13.1k $207.5k | Added +2.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 12.9k $204.8k | Reduced -5.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 10.2k $162.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.9k $93.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 2.7k $42.1k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.6k $26.0k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 495 $7.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 85 $1.4k | Reduced -377 |
| BARCLAYS PLC 0.00% of their portfolio | 16 $254 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $9 | Added +1 |