PBHC PATHFINDER BANCORP INC MD

Ownership history in DIMENSIONAL FUND ADVISORS LP  ·  29 quarters on record

AI Ownership Summary

DIMENSIONAL FUND ADVISORS LP reported PATHFINDER BANCORP INC MD (PBHC) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows PBHC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PBHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIMENSIONAL FUND ADVISORS LP's position in PATHFINDER BANCORP INC MD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PBHC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DIMENSIONAL FUND ADVISORS LP held PBHC — position size vs. price
% of Fund (quarterly)    PBHC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,374 +66 +0.3% 0.00% $316K 2026-02-14 (Est.) $13.60
2025 Q3 UNCHANGED 22,308 0% 0.00% $344K 2025-11-12 $14.72
2025 Q2 ADDED 22,308 +1,404 +6.7% 0.00% $342K 2025-08-12 $14.11
2025 Q1 ADDED 20,904 +1,264 +6.4% 0.00% $344K 2025-05-13 $14.90
2024 Q4 ADDED 19,640 +1,032 +5.5% 0.00% $335K 2025-02-13 $16.62
2024 Q3 ADDED 18,608 +4 +0.0% 0.00% $297K 2024-11-07 $16.39
2024 Q2 ADDED 18,604 +1,941 +11.6% 0.00% $245K 2024-08-09 $15.05
2024 Q1 ADDED 16,663 +166 +1.0% 0.00% $209K 2024-05-10 $11.71
2023 Q4 UNCHANGED 16,497 0% 0.00% $228K 2024-02-07 $11.91
2023 Q3 UNCHANGED 16,497 0% 0.00% $232K 2023-11-09 $12.66
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DIMENSIONAL FUND ADVISORS LP and PBHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIMENSIONAL FUND ADVISORS LP reported owning PBHC?

DIMENSIONAL FUND ADVISORS LP reported PBHC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PBHC position in DIMENSIONAL FUND ADVISORS LP's portfolio?

The largest reported portfolio weight for PBHC was 0.00% in 2025 Q1.

What is the latest reported PBHC position on this page?

The most recent filing on this page is 2025 Q4, when DIMENSIONAL FUND ADVISORS LP reported 22,374 shares, equal to 0.00% of portfolio, with an estimated market value of $316K.

What does the chart on this PBHC ownership page compare?

The chart compares DIMENSIONAL FUND ADVISORS LP's quarterly PBHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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