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 2025
Institutional positions in Pioneer Bancorp, Inc. as of Dec 31, 2025. 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
- 74
- −2 vs. Q3 2025
- Shares held
- 5.76M
- +66.1K (+1.2%) vs. Q3 2025
- Total value
- $77.3M
- +$2.94M (+4.0%) vs. Q3 2025
- New holders
- 6
- 26 more added
- Sold out
- 8
- 25 more reduced
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 79 | $95.3M |
| Q1 2026 | 81 | $81.5M |
| Q4 2025 | 74 | $77.3M |
| Q3 2025 | 76 | $74.4M |
| Q2 2025 | 71 | $72.9M |
| Q1 2025 | 68 | $73.3M |
| Q4 2024 | 64 | $72.2M |
| Q3 2024 | 61 | $70.2M |
| Q2 2024 | 51 | $64.0M |
| Q1 2024 | 46 | $61.8M |
| Q4 2023 | 42 | $62.4M |
| Q3 2023 | 41 | $53.3M |
| Q2 2023 | 44 | $55.9M |
| Q1 2023 | 42 | $60.0M |
| Q4 2022 | 43 | $68.2M |
| Q3 2022 | 39 | $54.2M |
| Q2 2022 | 40 | $55.5M |
| Q1 2022 | 39 | $58.0M |
| Q4 2021 | 36 | $60.3M |
| Q3 2021 | 33 | $67.1M |
| Q2 2021 | 36 | $61.8M |
| Q1 2021 | 39 | $57.5M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Pioneer Bancorp, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $13 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $13 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $14 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $14 | 0.00% | +1 | New |
| Rothschild Investment LLC | 7 | $94 | 0.00% | +6+600.0% | Added |
| Nisa Investment Advisors, LLC | 20 | $270 | 0.00% | −1,000−98.0% | Reduced |
| GAMMA Investing LLC | 36 | $485 | 0.00% | −8−18.2% | Reduced |
| Bare Financial Services, Inc | 36 | $485 | 0.00% | +36 | New |
| Optima Capital LLC | 40 | $539 | 0.00% | +40 | New |
| True Wealth Design, LLC | 40 | $540 | 0.00% | −1−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 41 | $553 | 0.00% | +6+17.1% | Added |
| Allworth Financial LP | 48 | $648 | 0.00% | +4+9.1% | Added |
| IFP Advisors, Inc | 67 | $903 | 0.00% | +26+63.4% | Added |
| EverSource Wealth Advisors, LLC | 101 | $1.36K | 0.00% | +8+8.6% | Added |
| Tripletail Wealth Management, LLC | 25,012 | $1.69K | 0.00% | +23,322+1,380.0% | Added |
| Covestor Ltd | 165 | $2.00K | 0.00% | −3−1.8% | Reduced |
| Optiver Holding B.V. | 166 | $2.24K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 257 | $3.46K | 0.00% | +45+21.2% | Added |
| Essential Partners LLC | 266 | $3.59K | 0.00% | −5−1.8% | Reduced |
| Godfrey Financial Associates, Inc. | 288 | $3.88K | 0.00% | +288 | New |
| Amalgamated Bank | 346 | $5.00K | 0.00% | −54−13.5% | Reduced |
| UBS Asset Management Americas Inc | 567 | $7.64K | 0.00% | +567 | New |
| Sterling Capital Management LLC | 634 | $8.55K | 0.00% | −142−18.3% | Reduced |
| California State Teachers Retirement System | 673 | $9.07K | 0.00% | −172−20.4% | Reduced |
| Tower Research Capital LLC (TRC) | 842 | $11.3K | 0.00% | −168−16.6% | Reduced |
| Ameritas Investment Partners, Inc. | 918 | $12.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,091 | $14.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,131 | $15.2K | 0.00% | −898−44.3% | Reduced |
| UBS Group AG | 2,268 | $30.6K | 0.00% | −2,061−47.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,483 | $33.5K | 0.00% | +300+13.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,629 | $35.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,880 | $39.0K | 0.00% | +270+10.3% | Added |
| Advisor Group Holdings, Inc. | 3,000 | $40.4K | 0.00% | −63−2.1% | Reduced |
| New York State Common Retirement Fund | 3,998 | $53.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,397 | $59.3K | 0.00% | −135−3.0% | Reduced |
| STRS Ohio | 5,100 | $68.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,217 | $70.3K | 0.00% | −49−0.9% | Reduced |
| Farther Finance Advisors, LLC | 6,016 | $81.1K | 0.00% | +16+0.3% | Added |
| Russell Investments Group, Ltd. | 6,176 | $83.3K | 0.00% | +2,131+52.7% | Added |
| MetLife Investment Management | 6,901 | $93.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,359 | $126.2K | 0.00% | +2,011+27.4% | Added |
| Bank of America Corp | 10,674 | $143.9K | 0.00% | +5,306+98.8% | Added |
| Sequoia Financial Advisors, LLC | 10,967 | $147.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,344 | $179.9K | 0.00% | +3,717+38.6% | Added |
| Nuveen, LLC | 13,460 | $181.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,913 | $201.0K | 0.00% | −1,584−9.6% | Reduced |
| Citadel Advisors LLC | 15,806 | $213.1K | 0.00% | −7,722−32.8% | Reduced |
| Captrust Financial Advisors | 16,868 | $227.4K | 0.00% | +107+0.6% | Added |
| Fagan Associates, Inc. | 17,000 | $229.2K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 17,139 | $231.0K | 0.00% | −1,013−5.6% | Reduced |
| Millennium Management LLC | 17,205 | $231.9K | 0.00% | −9,401−35.3% | Reduced |
| Royal Bank of Canada | 18,313 | $246.0K | 0.00% | +80+0.4% | Added |
| Los Angeles Capital Management LLC | 19,602 | $257.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 27,464 | $370.2K | 0.00% | −1,514−5.2% | Reduced |
| Martingale Asset Management L P | 29,432 | $396.7K | 0.01% | −90.0% | Reduced |
| Charles Schwab Investment Management Inc | 31,270 | $421.5K | 0.00% | +271+0.9% | Added |
| Morgan Stanley | 33,057 | $445.6K | 0.00% | +1,805+5.8% | Added |
| Goldman Sachs Group Inc | 34,212 | $461.2K | 0.00% | +5,265+18.2% | Added |
| AQR Capital Management LLC | 37,956 | $511.6K | 0.00% | +5,486+16.9% | Added |
| Gator Capital Management, LLC | 42,100 | $567.5K | 0.12% | +500+1.2% | Added |
| Arrowstreet Capital, Limited Partnership | 52,740 | $710.9K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 73,979 | $997.2K | 0.00% | −13,781−15.7% | Reduced |
| Bridgeway Capital Management, LLC | 75,147 | $1.01M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 77,058 | $1.04M | 0.00% | −7,178−8.5% | Reduced |
| First Pacific Advisors, LP | 166,974 | $2.25M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 180,702 | $2.44M | 0.00% | −680−0.4% | Reduced |
| Dimensional Fund Advisors LP | 216,055 | $2.91M | 0.00% | −1,111−0.5% | Reduced |
| Geode Capital Management, LLC | 252,872 | $3.41M | 0.00% | +155+0.1% | Added |
| Private Capital Management, LLC | 362,433 | $4.89M | 0.46% | −3,020−0.8% | Reduced |
| Alliancebernstein L.P. | 488,256 | $6.58M | 0.00% | +6,779+1.4% | Added |
| BlackRock, Inc. | 615,347 | $8.29M | 0.00% | +4,723+0.8% | Added |
| Vanguard Group Inc | 652,470 | $8.80M | 0.00% | +15,197+2.4% | Added |
| M3F, Inc. | 2,033,854 | $27.4M | 7.53% | +149,773+7.9% | Added |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −75,147−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,261−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |