PBHC — PATHFINDER BANCORP INC MD

Ownership history in Fourthstone LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Fourthstone LLC reported a position in PATHFINDER BANCORP INC MD (PBHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.3% (2024 Q4)
Avg. % of fund
0.25%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 87,231 +7,104 +8.9% 0.25% $1.4M $15.47
2025 Q2 REDUCED 80,127 -8,173 -9.3% 0.24% $1.2M $15.03
2024 Q4 ADDED 88,300 +8,579 +10.8% 0.30% $1.5M $16.94
2024 Q3 ADDED 79,721 +32,604 +69.2% 0.28% $1.3M $15.23
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PBHC price (monthly, adj. close)

Other funds also holding PBHC

As of 2025 Q4 — sorted by position size

Minerva Advisors LLC 3Y 7Y 2.47% Oppenheimer & Close, LLC 3Y 7Y 0.88% CALDWELL SUTTER CAPITAL, INC. 3Y 0.09% Hamilton Point Investment Advisors, LLC 3Y 7Y 0.08% MONOGRAPH WEALTH ADVISORS, LLC 3Y 0.02% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% ALLIANCEBERNSTEIN L.P. 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.0%
← Back to Fourthstone LLC Holdings