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Pioneer Bancorp, Inc.

PBFS
Exchange
Nasdaq
Industry
Savings Institutions, Not Federally Chartered
SEC CIK
0001769663

No open-market purchases or sales by Pioneer Bancorp, Inc. insiders were filed in the last 90 days; 79 institutions reported holding it in 13F filings for Q2 2026, worth $95.3M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Pioneer Bancorp, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
42
−1 vs. Q4 2022
Shares held
6.09M
+109.3K (+1.8%) vs. Q4 2022
Total value
$60.0M
−$8.13M (−11.9%) vs. Q4 2022
New holders
2
13 more added
Sold out
3
15 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PBFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 42 institutions
Q1 2021: 39 institutionsQ2 2021: 36 institutionsQ3 2021: 33 institutionsQ4 2021: 36 institutionsQ1 2022: 39 institutionsQ2 2022: 40 institutionsQ3 2022: 39 institutionsQ4 2022: 43 institutionsQ1 2023: 42 institutionsQ2 2023: 44 institutionsQ3 2023: 41 institutionsQ4 2023: 42 institutionsQ1 2024: 46 institutionsQ2 2024: 51 institutionsQ3 2024: 61 institutionsQ4 2024: 64 institutionsQ1 2025: 68 institutionsQ2 2025: 71 institutionsQ3 2025: 76 institutionsQ4 2025: 74 institutionsQ1 2026: 81 institutionsQ2 2026: 79 institutions
Value heldQ1 2023: $60.0M
Q1 2021: $57.5MQ2 2021: $61.8MQ3 2021: $67.1MQ4 2021: $60.3MQ1 2022: $58.0MQ2 2022: $55.5MQ3 2022: $54.2MQ4 2022: $68.2MQ1 2023: $60.0MQ2 2023: $55.9MQ3 2023: $53.3MQ4 2023: $62.4MQ1 2024: $61.8MQ2 2024: $64.0MQ3 2024: $70.2MQ4 2024: $72.2MQ1 2025: $73.3MQ2 2025: $72.9MQ3 2025: $74.4MQ4 2025: $77.3MQ1 2026: $81.5MQ2 2026: $95.3M
Institutions holding PBFS and their total value by quarter
QuarterHoldersValue
Q2 202679$95.3M
Q1 202681$81.5M
Q4 202574$77.3M
Q3 202576$74.4M
Q2 202571$72.9M
Q1 202568$73.3M
Q4 202464$72.2M
Q3 202461$70.2M
Q2 202451$64.0M
Q1 202446$61.8M
Q4 202342$62.4M
Q3 202341$53.3M
Q2 202344$55.9M
Q1 202342$60.0M
Q4 202243$68.2M
Q3 202239$54.2M
Q2 202240$55.5M
Q1 202239$58.0M
Q4 202136$60.3M
Q3 202133$67.1M
Q2 202136$61.8M
Q1 202139$57.5M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Pioneer Bancorp, Inc.; share changes are against Q4 2022.

Institutions holding PBFS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc1$100.00%−79−98.8%Reduced
Ellevest, Inc.338$3.33K0.00%+294+668.2%Added
FMR LLC689$6.79K0.00%+5+0.7%Added
Metropolitan Life Insurance Co732$7.22K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)953$9.00K0.00%+130+15.8%Added
Ameritas Investment Partners, Inc.918$9.05K0.00%00.0%Unchanged
Legal & General Group Plc923$9.10K0.00%00.0%Unchanged
Amalgamated Bank1,197$12.0K0.00%−270−18.4%Reduced
New York State Common Retirement Fund4,005$39.5K0.00%00.0%Unchanged
California State Teachers Retirement System4,316$42.6K0.00%−490−10.2%Reduced
UBS Group AG5,281$52.1K0.00%+1,622+44.3%Added
American International Group, Inc.5,602$55.2K0.00%+112+2.0%Added
Barclays PLC5,902$58.2K0.00%+2,786+89.4%Added
MetLife Investment Management6,209$61.2K0.00%00.0%Unchanged
Deutsche Bank AG6,934$68.4K0.00%+2,122+44.1%Added
JPMorgan Chase & Co8,892$88.0K0.00%+931+11.7%Added
Wells Fargo & Company9,093$89.7K0.00%+9,093New
Mariner, LLC10,093$100.0K0.00%+10,093New
Sequoia Financial Advisors, LLC10,967$108.1K0.00%00.0%Unchanged
Keeley-Teton Advisors, LLC15,000$147.9K0.02%00.0%Unchanged
Integrated Wealth Concepts LLC15,000$148.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.15,063$148.5K0.00%00.0%Unchanged
Fagan Associates, Inc.17,000$167.6K0.04%00.0%Unchanged
Bank of America Corp17,031$167.9K0.00%−333−1.9%Reduced
Rhumbline Advisers17,175$169.0K0.00%−1,894−9.9%Reduced
Nuveen Asset Management, LLC17,566$173.0K0.00%−13−0.1%Reduced
Royal Bank of Canada18,661$184.0K0.00%−1,190−6.0%Reduced
Charles Schwab Investment Management Inc29,251$288.4K0.00%−3,631−11.0%Reduced
Morgan Stanley29,456$290.4K0.00%+1,009+3.5%Added
Bank of New York Mellon Corp33,781$333.1K0.00%−2,329−6.4%Reduced
Bridgeway Capital Management, LLC45,510$448.7K0.01%−2,090−4.4%Reduced
Dimensional Fund Advisors LP51,176$504.6K0.00%+24,525+92.0%Added
BHZ Capital Management, LP88,425$871.9K0.53%00.0%Unchanged
Northern Trust Corp94,138$928.2K0.00%−679−0.7%Reduced
Brandywine Global Investment Management, LLC152,078$1.50M0.01%00.0%Unchanged
Alliancebernstein L.P.153,508$1.51M0.00%−100−0.1%Reduced
Geode Capital Management, LLC195,850$1.93M0.00%+8,928+4.8%Added
State Street Corp242,125$2.39M0.00%+12,989+5.7%Added
Vanguard Group Inc562,044$5.54M0.00%−3,726−0.7%Reduced
BlackRock Inc.580,988$5.73M0.00%−18,218−3.0%Reduced
M3F, Inc.1,600,693$15.8M5.18%+81,906+5.4%Added
FJ Capital Management LLC2,013,791$19.9M2.46%−6460.0%Reduced
Invesco Ltd.0$00.00%−11,000−100.0%Sold out
IFP Advisors, Inc0$00.00%−500−100.0%Sold out
Covestor Ltd0$00.00%−27−100.0%Sold out