23 institutions reported holding $15.2M of PATHFINDER BANCORP INC MD (PBHC) in SEC 13F filings for 2026-03-31. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($6.7M), Minerva Advisors LLC ($3.3M), VANGUARD CAPITAL MANAGEMENT LLC ($1.5M), Oppenheimer & Close, LLC ($1.2M), Hamilton Point Investment Advisors, LLC ($490,354). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $6.7M | 473,764 | Trimmed |
| 2 | Minerva Advisors LLC | $3.3M | 262,204 | Hold |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 116,627 | New |
| 4 | Oppenheimer & Close, LLC | $1.2M | 91,915 | Hold |
| 5 | Hamilton Point Investment Advisors, LLC | $490,354 | 38,429 | Hold |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $292,747 | 22,936 | Trimmed |
| 7 | DIMENSIONAL FUND ADVISORS LP | $285,492 | 22,374 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $258,160 | 20,232 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $229,821 | 18,011 | Added |
| 10 | VANGUARD FIDUCIARY TRUST CO | $216,665 | 16,980 | New |
| 11 | NORTHERN TRUST CORP | $208,830 | 16,366 | Trimmed |
| 12 | CALDWELL SUTTER CAPITAL, INC. | $188,503 | 14,773 | Hold |
| 13 | BlackRock, Inc. | $137,170 | 10,750 | Added |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $130,152 | 10,200 | Hold |
| 15 | Royal Bank of Canada | $75,000 | 5,866 | Hold |
| 16 | Vanguard Global Advisers, LLC | $20,875 | 1,636 | New |
| 17 | MORGAN STANLEY | $6,319 | 495 | Hold |
| 18 | Tower Research Capital LLC (TRC) | $5,895 | 462 | Added |
| 19 | CWM, LLC | $2,207 | 173 | Hold |
| 20 | WELLS FARGO & COMPANY/MN | $4 | 0 | Exited |
| 21 | UBS Group AG | $0 | 0 | Exited |
| 22 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 23 | MONOGRAPH WEALTH ADVISORS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31