$PBHC

$16.72 -$0.07 (0.42%) Close

$PBHC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 4.6M shares outstanding

Who owns PBHC?

By type of holder

Institutions 24.8% Insiders 24.8% Everyone else 50.4%

Concentration Top 10 holders own 38.1%

Alliancebernstein L.P. 10.5% · Minerva Advisors LLC 5.8%

Institutional ownership

24.8%

-0.3 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

−14.8K

by institutions in Q2 2026

New / sold out

3 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Vanguard Capital Management LLC +14.0K
Geode Capital Management, LLC +4.9K

Biggest sellers in Q2 2026

Susquehanna International Group, LLP SOLD OUT −20.2K
Northern Trust Corp SOLD OUT −16.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$107K

1 notice from 1 person

Shares covered

7.9K

0.17% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Melanie Littlejohn Director $107K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2013–FY2020

+10.5%

+1.44% a year

Each share's claim on the business

−9.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.76M vs —

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years52% 3–5 years47% 1–3 years1% Under 1 year0%

Quarterly turnover

3.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PBHC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AL Alliancebernstein L.P.	478.2K	10.50%	+4.4K (+0.9%)	2021	0.0%
Shares held by quarter Peak holding478.2K (Q2'26) Change over 8 quarters+192.4K Share of the company10.500% Alliancebernstein L.P.'s full portfolio →
MA Minerva Advisors LLC	262.2K	5.76%	Unchanged	≤2021	2.6%
Shares held by quarter Peak holding262.2K (Q3'24) Change over 8 quarters0 Share of the company5.760% Minerva Advisors LLC's full portfolio →

Alliancebernstein L.P.

478.2K

% of company

10.50%

Change vs last qtr

+4.4K (+0.9%)

Held since

2021

Minerva Advisors LLC

262.2K

% of company

5.76%

Change vs last qtr

Unchanged

Held since

≤2021

20 more super investors behind a free account

See every manager holding Pathfinder Bancorp Inc (MARYLAND), how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PBHC on Form N-PORT; together they hold 4.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.55M	97.7K	2.14%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$392K	24.7K	0.54%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.55M

% of company

2.14%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$392K

% of company

0.54%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Pathfinder Bancorp Inc (MARYLAND) and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GA Gagas Adam C. Insider	202.0K	4.44%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.440% Gagas Adam C.'s insider activity →
DJ Dawd James A Insider	159.6K	3.50%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company3.500% Dawd James A's insider activity →

Gagas Adam C.

Insider

202.0K

% of company

4.44%

Change vs last qtr

—

Held since

—

Dawd James A

Insider

159.6K

% of company

3.50%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Pathfinder Bancorp Inc (MARYLAND).

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