Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PBFS holding history

Pioneer Bancorp, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, 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)
103
Value
$1.76K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of PBFS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026103$1.76K<0.1%−4−3.7%ReducedHolders
Q1 2026107$1.49K<0.1%+6+5.9%AddedHolders
Q4 2025101$1.36K<0.1%+8+8.6%AddedHolders
Q3 202593$1.22K<0.1%+29+45.3%AddedHolders
Q2 202564$770<0.1%+47+276.5%AddedHolders
Q1 202517$199<0.1%+17NewHolders