13FBOX
PATHFINDER BANCORP INC MD · 13F Institutional Holdings
Options Calculator Rankings
P

PATHFINDER BANCORP INC MD

PBHC
Institutions
20
Combined AUM (Q2 2026)
$16.8M
Combined Shares (Q2 2026)
1.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+31,612
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27,001
7 · 2 Exit · ≈
⚖️ Net
+4,611
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$16.8M
Institutions
20
New Buys
3
Adds
5
Reduces
5
Exits
2
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#6$6.1M478,169$6.7M473,764+4,405+0.93%Add
Minerva Advisors LLC
2.63%2.16%#1$4.2M262,204$3.3M262,20400.00%Unchanged
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#10$2.1M130,641$1.5M116,627+14,014+12.02%Add
Oppenheimer & Close, LLC
0.95%0.74%#2$1.5M95,179$1.2M91,915+3,264+3.55%Add
Hamilton Point Investment Advisors, LLC
0.09%0.08%#4$610,25338,429$490,35438,42900.00%Unchanged
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#13$442,79827,877$292,74722,936+4,941+21.54%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#8$324,66720,445$285,49222,374-1,929-8.62%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#12$307,88119,388$258,16020,232-844-4.17%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#9$234,77014,784$216,66516,980-2,196-12.93%Reduce
CALDWELL SUTTER CAPITAL, INC.
0.09%0.08%#3$234,59514,773$188,50314,77300.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#17$207,50413,067$137,17010,750+2,317+21.55%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#7$204,77612,895$229,82118,011-5,116-28.40%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#5$161,97610,200$130,15210,20000.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#14$93,0005,866$75,0005,86600.00%Unchanged
UBS Group AG
<0.01%#16$42,1462,654$00+2,654New Buy
Vanguard Global Advisers, LLC
<0.01%<0.01%#15$25,9801,636$20,8751,63600.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#18$7,867495$7,76349500.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%<0.01%#11$1,35085$5,895462-377-81.60%Reduce
BARCLAYS PLC
<0.01%#19$25416$00+16New Buy
WELLS FARGO & COMPANY/MN
<0.01%#20$91$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow