Captrust Financial Advisors
- SEC CIK
- 0001512024
- Latest filing
- Aug 13, 2026
PBFS holding history
Pioneer Bancorp, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PBFS overviewAll 13F holders of PBFSFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,909
- Value
- $288.6K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,909 | $288.6K | <0.1% | +73+0.4% | Added | Holders |
| Q1 2026 | 16,836 | $234.4K | <0.1% | −32−0.2% | Reduced | Holders |
| Q4 2025 | 16,868 | $227.4K | <0.1% | +107+0.6% | Added | Holders |
| Q3 2025 | 16,761 | $218.9K | <0.1% | −1,046−5.9% | Reduced | Holders |
| Q2 2025 | 17,807 | $214.2K | <0.1% | +2,009+12.7% | Added | Holders |
| Q1 2025 | 15,798 | $185.0K | <0.1% | +15,798 | New | Holders |