PBHC — Pathfinder Bancp Inc

Ownership history in MONOGRAPH WEALTH ADVISORS, LLC  ·  17 quarters on record

AI Ownership Summary

MONOGRAPH WEALTH ADVISORS, LLC reported Pathfinder Bancp Inc (PBHC) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows PBHC at 0.02% 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 MONOGRAPH WEALTH ADVISORS, LLC's position in Pathfinder Bancp Inc, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

PBHC stock page MONOGRAPH WEALTH ADVISORS, LLC fund profile MONOGRAPH WEALTH ADVISORS, LLC full holdings
How MONOGRAPH WEALTH ADVISORS, LLC held PBHC — position size vs. price
% of Fund (quarterly)    PBHC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11,300 -10,993 -49.3% 0.02% $159K 2026-02-14 (Est.) $13.60
2025 Q3 REDUCED 22,293 -714 -3.1% 0.03% $344K 2025-11-14 $14.75
2025 Q2 ADDED 23,007 +27 +0.1% 0.04% $353K 2025-08-14 $14.50
2025 Q1 REDUCED 22,980 -304 -1.3% 0.05% $378K 2025-05-15 $14.75
2024 Q4 REDUCED 23,284 -6,435 -21.7% 0.05% $397K 2025-02-18 $16.74
2024 Q3 ADDED 29,719 +24 +0.1% 0.06% $475K 2024-11-14 $16.53
2024 Q2 ADDED 29,695 +32 +0.1% 0.06% $391K 2024-08-15 $15.29
2024 Q1 ADDED 29,663 +26 +0.1% 0.05% $372K 2024-05-15 $11.66
2023 Q4 ADDED 29,637 +26 +0.1% 0.07% $410K 2024-02-15 $11.43
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% 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% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%

FAQ About MONOGRAPH WEALTH ADVISORS, LLC and PBHC

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

How long has MONOGRAPH WEALTH ADVISORS, LLC reported owning PBHC?

MONOGRAPH WEALTH ADVISORS, LLC reported PBHC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PBHC position in MONOGRAPH WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for PBHC was 0.07% in 2023 Q4.

What is the latest reported PBHC position on this page?

The most recent filing on this page is 2025 Q4, when MONOGRAPH WEALTH ADVISORS, LLC reported 11,300 shares, equal to 0.02% of portfolio, with an estimated market value of $159K.

What does the chart on this PBHC ownership page compare?

The chart compares MONOGRAPH WEALTH ADVISORS, LLC'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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