Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Pathfinder Bancorp, Inc. include
Raymond James Financial Inc,
DCOR - Dimensional US Core Equity 1 ETF,
and
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
23 |
15.00 |
0 |
|
|
| 2025-08-14 |
13F |
Monograph Wealth Advisors, Llc
|
|
|
|
23,007 |
0.12 |
353 |
-6.63 |
|
| 2025-06-26 |
NP |
DCOR - Dimensional US Core Equity 1 ETF
|
|
|
|
717 |
|
10 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
3,379 |
|
52 |
|
|
| 2025-08-14 |
13F |
Fourthstone LLC
|
|
|
|
80,127 |
|
1,229 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
181 |
654.17 |
3 |
|
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
7,998 |
4.66 |
123 |
-2.40 |
|
| 2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
617 |
|
9 |
|
|
| 2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
7,146 |
5.24 |
110 |
-1.80 |
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
40,905 |
8.56 |
627 |
1.29 |
|
| 2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
3,224 |
6.33 |
49 |
22.50 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
22,308 |
6.72 |
342 |
-0.29 |
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
3,296 |
5.30 |
50 |
-5.66 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
13,210 |
4.29 |
201 |
-7.41 |
|
| 2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
14,550 |
8.50 |
223 |
1.36 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
33,803 |
102.12 |
537 |
95.99 |
|
| 2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
353,656 |
12.16 |
5,425 |
4.67 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
38,569 |
53.30 |
592 |
43.10 |
|
