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 2026
Institutional positions in Pioneer Bancorp, Inc. as of Mar 31, 2026. 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
- 81
- +8 vs. Q4 2025
- Shares held
- 5.87M
- +762.0K (+14.9%) vs. Q4 2025
- Total value
- $81.5M
- +$13.0M (+18.9%) vs. Q4 2025
- New holders
- 12
- 22 more added
- Sold out
- 4
- 29 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Pioneer Bancorp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $28 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 2 | $28 | 0.00% | +2 | New |
| MAI Capital Management | 6 | $84 | 0.00% | +5+500.0% | Added |
| Rothschild Investment LLC | 8 | $111 | 0.00% | +1+14.3% | Added |
| SRS Capital Advisors, Inc. | 6 | $139 | 0.00% | +6 | New |
| Nisa Investment Advisors, LLC | 20 | $278 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 25 | $348 | 0.00% | −11−30.6% | Reduced |
| True Wealth Design, LLC | 40 | $557 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 41 | $558 | 0.00% | +41 | New |
| TD Private Client Wealth LLC | 47 | $654 | 0.00% | +47 | New |
| Allworth Financial LP | 51 | $710 | 0.00% | +3+6.3% | Added |
| IFP Advisors, Inc | 63 | $877 | 0.00% | −4−6.0% | Reduced |
| The PNC Financial Services Group, Inc. | 66 | $919 | 0.00% | +25+61.0% | Added |
| Covestor Ltd | 65 | $1.00K | 0.00% | −100−60.6% | Reduced |
| EverSource Wealth Advisors, LLC | 107 | $1.49K | 0.00% | +6+5.9% | Added |
| Optiver Holding B.V. | 118 | $1.64K | 0.00% | −48−28.9% | Reduced |
| Essential Partners LLC | 242 | $3.37K | 0.00% | −24−9.0% | Reduced |
| FMR LLC | 262 | $3.65K | 0.00% | +5+1.9% | Added |
| Godfrey Financial Associates, Inc. | 288 | $4.01K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 364 | $5.07K | 0.00% | −270−42.6% | Reduced |
| Citigroup Inc | 511 | $7.11K | 0.00% | −620−54.8% | Reduced |
| California State Teachers Retirement System | 595 | $8.28K | 0.00% | −78−11.6% | Reduced |
| Ameritas Investment Partners, Inc. | 918 | $12.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,091 | $15.2K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,258 | $17.5K | 0.00% | +691+121.9% | Added |
| Tripletail Wealth Management, LLC | 1,690 | $23.7K | 0.03% | −23,322−93.2% | Reduced |
| Barclays PLC | 1,991 | $27.7K | 0.00% | −15,148−88.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,356 | $32.8K | 0.00% | −127−5.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,629 | $36.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,847 | $39.6K | 0.00% | −33−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,000 | $41.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,592 | $50.0K | 0.00% | −5,767−61.6% | Reduced |
| Vanguard Global Advisers, LLC | 3,735 | $52.0K | 0.00% | +3,735 | New |
| UBS Group AG | 3,958 | $55.1K | 0.00% | +1,690+74.5% | Added |
| New York State Common Retirement Fund | 3,998 | $55.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,126 | $57.4K | 0.00% | +3,284+390.0% | Added |
| JPMorgan Chase & Co | 4,484 | $62.0K | 0.00% | +87+2.0% | Added |
| STRS Ohio | 5,100 | $71.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,159 | $71.8K | 0.00% | −8,185−61.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,353 | $74.5K | 0.00% | +136+2.6% | Added |
| Farther Finance Advisors, LLC | 6,103 | $83.7K | 0.00% | +87+1.4% | Added |
| Russell Investments Group, Ltd. | 6,795 | $94.6K | 0.00% | +619+10.0% | Added |
| MetLife Investment Management | 6,811 | $94.8K | 0.00% | −90−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 11,023 | $153.4K | 0.00% | +56+0.5% | Added |
| Citadel Advisors LLC | 11,654 | $162.2K | 0.00% | −4,152−26.3% | Reduced |
| Nuveen, LLC | 13,460 | $187.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,913 | $207.6K | 0.00% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 15,000 | $208.8K | 0.03% | −2,000−11.8% | Reduced |
| Los Angeles Capital Management LLC | 15,098 | $210.2K | 0.00% | −4,504−23.0% | Reduced |
| Bank of America Corp | 15,996 | $222.7K | 0.00% | +5,322+49.9% | Added |
| Captrust Financial Advisors | 16,836 | $234.4K | 0.00% | −32−0.2% | Reduced |
| Royal Bank of Canada | 18,008 | $251.0K | 0.00% | −305−1.7% | Reduced |
| Jane Street Group, LLC | 21,446 | $298.5K | 0.00% | +21,446 | New |
| Bank of New York Mellon Corp | 25,686 | $357.6K | 0.00% | −1,778−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 26,920 | $374.7K | 0.00% | −4,350−13.9% | Reduced |
| Martingale Asset Management L P | 26,930 | $374.9K | 0.01% | −2,502−8.5% | Reduced |
| Morgan Stanley | 26,937 | $375.0K | 0.00% | −6,120−18.5% | Reduced |
| AQR Capital Management LLC | 37,722 | $525.1K | 0.00% | −234−0.6% | Reduced |
| Flywheel Private Wealth LLC | 40,000 | $556.8K | 0.32% | +40,000 | New |
| Gator Capital Management, LLC | 44,445 | $618.7K | 0.13% | +2,345+5.6% | Added |
| Arrowstreet Capital, Limited Partnership | 52,740 | $734.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 52,869 | $735.9K | 0.00% | +18,657+54.5% | Added |
| Vanguard Portfolio Management LLC | 63,593 | $885.2K | 0.00% | +63,593 | New |
| Renaissance Technologies LLC | 69,900 | $973.0K | 0.00% | −4,079−5.5% | Reduced |
| Bridgeway Capital Management, LLC | 75,147 | $1.05M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 75,147 | $1.05M | 0.01% | +75,147 | New |
| Vanguard Fiduciary Trust Co | 77,480 | $1.08M | 0.00% | +77,480 | New |
| Northern Trust Corp | 79,121 | $1.10M | 0.00% | +2,063+2.7% | Added |
| First Pacific Advisors, LP | 166,974 | $2.32M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 181,916 | $2.53M | 0.00% | +1,214+0.7% | Added |
| Dimensional Fund Advisors LP | 217,592 | $3.03M | 0.00% | +1,537+0.7% | Added |
| Geode Capital Management, LLC | 233,381 | $3.25M | 0.00% | −19,491−7.7% | Reduced |
| Private Capital Management, LLC | 354,839 | $4.94M | 0.50% | −7,594−2.1% | Reduced |
| Alliancebernstein L.P. | 508,981 | $6.86M | 0.00% | +20,725+4.2% | Added |
| Vanguard Capital Management LLC | 525,673 | $7.32M | 0.00% | +525,673 | New |
| BlackRock, Inc. | 602,142 | $8.38M | 0.00% | −13,205−2.1% | Reduced |
| M3F, Inc. | 2,071,973 | $28.8M | 7.15% | +38,119+1.9% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,205−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |