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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, Q4 2023

Institutional positions in Pioneer Bancorp, Inc. as of Dec 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. Q3 2023
Shares held
6.28M
+42.8K (+0.7%) vs. Q3 2023
Total value
$62.9M
+$9.60M (+18.0%) vs. Q3 2023
New holders
2
19 more added
Sold out
1
9 more reduced

Compare with Q3 2023: 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 holdersQ4 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 heldQ4 2023: $62.9M
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: $61.5MQ2 2023: $55.9MQ3 2023: $53.3MQ4 2023: $62.9MQ1 2024: $63.1MQ2 2024: $64.1MQ3 2024: $70.3MQ4 2024: $72.2MQ1 2025: $73.3MQ2 2025: $73.1MQ3 2025: $74.5MQ4 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$74.5M
Q2 202571$73.1M
Q1 202568$73.3M
Q4 202464$72.2M
Q3 202461$70.3M
Q2 202451$64.1M
Q1 202446$63.1M
Q4 202342$62.9M
Q3 202341$53.3M
Q2 202344$55.9M
Q1 202342$61.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Pioneer Bancorp, Inc.; share changes are against Q3 2023.

Institutions holding PBFS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
M3F, Inc.1,809,350$18.1M5.75%+59,800+3.4%Added
FJ Capital Management LLC1,607,359$16.1M1.61%−189,448−10.5%Reduced
BlackRock Inc.681,829$6.83M0.00%+63,352+10.2%Added
Vanguard Group Inc679,666$6.80M0.00%+3,608+0.5%Added
Geode Capital Management, LLC189,424$1.90M0.00%+11,487+6.5%Added
State Street Corp179,458$1.80M0.00%−45,678−20.3%Reduced
Alliancebernstein L.P.153,508$1.54M0.00%00.0%Unchanged
Bridgeway Capital Management, LLC129,574$1.30M0.03%+4,224+3.4%Added
BHZ Capital Management, LP119,326$1.19M1.12%+30,901+34.9%Added
Brandywine Global Investment Management, LLC115,775$1.16M0.01%−23,507−16.9%Reduced
Dimensional Fund Advisors LP111,186$1.11M0.00%+26,965+32.0%Added
Northern Trust Corp85,752$858.4K0.00%−5,436−6.0%Reduced
Morgan Stanley74,092$741.7K0.00%+51,602+229.4%Added
Empowered Funds, LLC46,974$470.2K0.01%+4,224+9.9%Added
Bank of New York Mellon Corp34,062$341.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc29,251$292.8K0.00%00.0%Unchanged
Royal Bank of Canada21,582$216.0K0.00%+1,622+8.1%Added
JPMorgan Chase & Co17,598$176.2K0.00%+10,035+132.7%Added
Nuveen Asset Management, LLC17,579$176.0K0.00%+13+0.1%Added
Fagan Associates, Inc.17,000$170.2K0.04%+17,000New
Bank of America Corp16,965$169.8K0.00%+4,047+31.3%Added
Rhumbline Advisers16,865$168.8K0.00%+111+0.7%Added
Barclays PLC15,975$159.9K0.00%+14,010+713.0%Added
Advisor Group Holdings, Inc.15,063$150.8K0.00%00.0%Unchanged
Keeley-Teton Advisors, LLC15,000$150.2K0.02%00.0%Unchanged
Integrated Wealth Concepts LLC15,000$150.2K0.00%00.0%Unchanged
UBS Group AG14,259$142.7K0.00%+4,393+44.5%Added
Panagora Asset Management Inc12,110$121.2K0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC10,967$109.8K0.00%00.0%Unchanged
American International Group, Inc.5,800$58.1K0.00%−23−0.4%Reduced
Northwestern Mutual Wealth Management Co5,000$50.0K0.00%00.0%Unchanged
New York State Common Retirement Fund4,005$40.1K0.00%+14+0.4%Added
Wells Fargo & Company3,568$35.7K0.00%+708+24.8%Added
Citigroup Inc2,254$22.6K0.00%+1,619+255.0%Added
California State Teachers Retirement System1,921$19.2K0.00%−654−25.4%Reduced
Amalgamated Bank1,078$11.0K0.00%−119−9.9%Reduced
Tower Research Capital LLC (TRC)1,043$10.4K0.00%−282−21.3%Reduced
Farther Finance Advisors, LLC1,000$10.0K0.00%+1,000New
Legal & General Group Plc923$9.24K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.918$9.19K0.00%00.0%Unchanged
FMR LLC118$1.18K0.00%−473−80.0%Reduced
Qube Research & Technologies Ltd25$2500.00%00.0%Unchanged
Nisa Investment Advisors, LLC0$00.00%−2,361−100.0%Sold out