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Pathfinder Ban shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Pathfinder Ban (PBHC) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Pathfinder Ban

Tip: Access up to 7 years of quarterly data

All positions including Pathfinder Ban held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pathfinder Ban by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $29k 2.1k 13.82
2021-12-31 $2.3M 134k 16.93

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Pathfinder Ban

Minerva Advisors
Alliancebernstein
Oppenheimer & Close
Hamilton Point Investment Advisors
Vanguard Group
Monograph Wealth Advisors
Advisor Group Holdings
Dimensional Fund Advisors
Caldwell Sutter Capital
Rockbridge Investment Management, LCC
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Pathfinder Ban