PBFS — PIONEER BANCORP INC MD
Reported value held$31.84M
Funds holding (latest)24
SectorFinancials
Funds holding (Q2 2026)20
Institutional value$22.49M · 1.33M sh
New / Add / Cut / Exit2 / 10 / 5 / 1
Top-5 / Top-10 concentration84.0% / 96.4%
Institutional holdings change
Accumulating +6.3%
(+78.22K sh)
Institutional value change
Up +29.3%
As of Q2 2026, 20 SEC-registered investment managers reported holding PBFS (PIONEER BANCORP INC MD) in their latest 13F filings, with a combined reported value of $22.49M across 1.33M shares. That is +6.3% by share count (+78.22K shares) versus the previous quarter, while reported value moved +29.3%. Ownership is concentrated: the five largest holders account for 84.0% of reported value and the top ten for 96.4%.
Compared with the prior quarter, 2 opened new positions, 10 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PBFS is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 631.15K | $10.77M | 0.00% | Add |
| Geode Capital Management history | 266.27K | $4.55M | 0.00% | Add |
| Northern Trust Corp history | 83.42K | $1.42M | 0.00% | Add |
| Renaissance Technologies history | 73.10K | $1.25M | 0.00% | Add |
| Arrowstreet Capital history | 52.74K | $900.27K | 0.00% | Hold |
| AQR Capital Management history | 42.46K | $724.77K | 0.00% | Add |
| Goldman Sachs Group history | 38.34K | $654.38K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 29.15K | $497.56K | 0.00% | Add |
| BNY Mellon history | 27.50K | $469.46K | 0.00% | Add |
| Morgan Stanley history | 25.43K | $434.06K | 0.00% | Reduce |
| Bank of America Corp history | 13.17K | $224.83K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.36K | $176.90K | 0.00% | Add |
| Wells Fargo & Co history | 9.93K | $169.54K | 0.00% | Add |
| Citigroup Inc history | 4.90K | $83.63K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.41K | $75.04K | 0.00% | New |
| UBS Group AG history | 3.94K | $67.34K | 0.00% | Hold |
| Legal & General Investment Management America history | 1.09K | $18.62K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 218 | $3.72K | 0.00% | Reduce |
| PNC Financial Services history | 35 | $597 | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.30K | $176 | 0.00% | New |
Q1 2026 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 602.14K | $8.38M | 0.00% | Reduce |
| Geode Capital Management history | 233.38K | $3.25M | 0.00% | Reduce |
| Northern Trust Corp history | 79.12K | $1.10M | 0.00% | Add |
| Renaissance Technologies history | 69.90K | $973.01K | 0.00% | Reduce |
| Goldman Sachs Group history | 52.87K | $735.94K | 0.00% | Add |
| Arrowstreet Capital history | 52.74K | $734.14K | 0.00% | Hold |
| AQR Capital Management history | 37.72K | $525.09K | 0.00% | Reduce |
| Morgan Stanley history | 26.94K | $374.96K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 26.92K | $374.73K | 0.00% | Reduce |
| BNY Mellon history | 25.69K | $357.55K | 0.00% | Reduce |
| Bank of America Corp history | 16.00K | $222.66K | 0.00% | Add |
| Citadel Advisors history | 11.65K | $162.22K | 0.00% | Reduce |
| Wells Fargo & Co history | 5.16K | $71.81K | 0.00% | Reduce |
| UBS Group AG history | 3.96K | $55.09K | 0.00% | Add |
| Deutsche Bank AG history | 3.59K | $50.00K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.09K | $15.19K | 0.00% | Hold |
| Citigroup Inc history | 511 | $7.11K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 262 | $3.65K | 0.00% | Add |
| PNC Financial Services history | 66 | $919 | 0.00% | Add |
Q4 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 652.47K | $8.80M | 0.00% | Add |
| BlackRock Inc history | 615.35K | $8.29M | 0.00% | Add |
| Geode Capital Management history | 252.87K | $3.41M | 0.00% | Hold |
| Northern Trust Corp history | 77.06K | $1.04M | 0.00% | Reduce |
| Renaissance Technologies history | 73.98K | $997.24K | 0.00% | Reduce |
| Arrowstreet Capital history | 52.74K | $710.93K | 0.00% | Hold |
| AQR Capital Management history | 37.96K | $511.65K | 0.00% | Add |
| Goldman Sachs Group history | 34.21K | $461.18K | 0.00% | Add |
| Morgan Stanley history | 33.06K | $445.61K | 0.00% | Add |
| Charles Schwab Investment Management history | 31.27K | $421.52K | 0.00% | Add |
| BNY Mellon history | 27.46K | $370.21K | 0.00% | Reduce |
| Millennium Management history | 17.20K | $231.92K | 0.00% | Reduce |
| Citadel Advisors history | 15.81K | $213.06K | 0.00% | Reduce |
| Wells Fargo & Co history | 13.34K | $179.88K | 0.00% | Add |
| Bank of America Corp history | 10.67K | $143.88K | 0.00% | Add |
| Deutsche Bank AG history | 9.36K | $126.16K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.40K | $59.27K | 0.00% | Reduce |
| UBS Group AG history | 2.27K | $30.57K | 0.00% | Reduce |
| Citigroup Inc history | 1.13K | $15.25K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.09K | $14.71K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 257 | $3.46K | 0.00% | Add |
| PNC Financial Services history | 41 | $553 | 0.00% | Add |
Q3 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 637.27K | $8.32M | 0.00% | Reduce |
| BlackRock Inc history | 610.62K | $7.97M | 0.00% | Reduce |
| Geode Capital Management history | 252.72K | $3.30M | 0.00% | Hold |
| Renaissance Technologies history | 87.76K | $1.15M | 0.00% | Add |
| Northern Trust Corp history | 84.24K | $1.10M | 0.00% | Add |
| Arrowstreet Capital history | 52.74K | $688.78K | 0.00% | Hold |
| AQR Capital Management history | 32.47K | $424.06K | 0.00% | Add |
| Morgan Stanley history | 31.25K | $408.15K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 31.00K | $404.85K | 0.00% | Reduce |
| BNY Mellon history | 28.98K | $378.45K | 0.00% | Add |
| Goldman Sachs Group history | 28.95K | $378.05K | 0.00% | Add |
| Millennium Management history | 26.61K | $347.47K | 0.00% | Add |
| Citadel Advisors history | 23.53K | $307.28K | 0.00% | Reduce |
| Wells Fargo & Co history | 9.63K | $125.73K | 0.00% | Add |
| Deutsche Bank AG history | 7.35K | $95.97K | 0.00% | New |
| Bank of America Corp history | 5.37K | $70.11K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.53K | $59.19K | 0.00% | Reduce |
| UBS Group AG history | 4.33K | $56.54K | 0.00% | Reduce |
| Citigroup Inc history | 2.03K | $26.50K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.09K | $14.25K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 212 | $2.77K | 0.00% | Add |
| PNC Financial Services history | 35 | $457 | 0.00% | Hold |
Q2 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 716.53K | $8.62M | 0.00% | Reduce |
| BlackRock Inc history | 629.10K | $7.57M | 0.00% | Reduce |
| Geode Capital Management history | 252.55K | $3.04M | 0.00% | Hold |
| Renaissance Technologies history | 85.06K | $1.02M | 0.00% | Reduce |
| Northern Trust Corp history | 83.18K | $1.00M | 0.00% | Reduce |
| Arrowstreet Capital history | 52.74K | $634.46K | 0.00% | Hold |
| Morgan Stanley history | 45.87K | $551.83K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 33.72K | $405.63K | 0.00% | Add |
| Citadel Advisors history | 31.14K | $374.55K | 0.00% | Add |
| Goldman Sachs Group history | 26.87K | $323.27K | 0.00% | Reduce |
| BNY Mellon history | 26.22K | $315.41K | 0.00% | Add |
| AQR Capital Management history | 19.30K | $232.14K | 0.00% | Add |
| Millennium Management history | 14.23K | $171.20K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.22K | $98.89K | 0.00% | Add |
| Bank of America Corp history | 8.21K | $98.78K | 0.00% | Reduce |
| UBS Group AG history | 6.78K | $81.55K | 0.00% | Hold |
| JPMorgan Chase & Co history | 5.47K | $65.79K | 0.00% | Reduce |
| Citigroup Inc history | 4.99K | $60.03K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.09K | $13.12K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 193 | $2.32K | 0.00% | Reduce |
| PNC Financial Services history | 35 | $421 | 0.00% | Add |
Q1 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 763.05K | $8.94M | 0.00% | Hold |
| BlackRock Inc history | 660.89K | $7.74M | 0.00% | Reduce |
| Geode Capital Management history | 252.44K | $2.96M | 0.00% | Add |
| Northern Trust Corp history | 88.38K | $1.03M | 0.00% | Reduce |
| Renaissance Technologies history | 88.36K | $1.03M | 0.00% | Reduce |
| Arrowstreet Capital history | 52.74K | $617.59K | 0.00% | Add |
| Morgan Stanley history | 49.62K | $581.00K | 0.00% | Reduce |
| Goldman Sachs Group history | 39.58K | $463.52K | 0.00% | Add |
| Charles Schwab Investment Management history | 31.07K | $363.88K | 0.00% | Reduce |
| BNY Mellon history | 24.31K | $284.63K | 0.00% | Hold |
| Citadel Advisors history | 22.83K | $267.38K | 0.00% | Reduce |
| Millennium Management history | 17.83K | $208.82K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 14.35K | $168.06K | 0.00% | Reduce |
| AQR Capital Management history | 13.36K | $156.46K | 0.00% | New |
| Citigroup Inc history | 10.39K | $121.63K | 0.00% | Reduce |
| Bank of America Corp history | 8.82K | $103.25K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.99K | $93.55K | 0.00% | Add |
| UBS Group AG history | 6.79K | $79.46K | 0.00% | Reduce |
| Legal & General Investment Management America history | 923 | $10.81K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 205 | $2.40K | 0.00% | Reduce |
| PNC Financial Services history | 16 | $187 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 4.41K sh · $75.04K
- T. Rowe Price Associates 10.30K sh · $176
Fully Exited (vs previous quarter)
- Citadel Advisors sold 11.65K sh · $162.22K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 631.15K | 602.14K | 615.35K | 610.62K | 629.10K | 660.89K | 726.62K | 726.63K | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 266.27K | 233.38K | 252.87K | 252.72K | 252.55K | 252.44K | 249.57K | 250.18K | 222.39K | 198.43K | 189.42K | 177.94K | 185.78K | 195.85K | 186.92K | 185.35K | 185.58K | 182.42K | 181.60K | 180.50K |
| Northern Trust Corp | 83.42K | 79.12K | 77.06K | 84.24K | 83.18K | 88.38K | 90.36K | 89.51K | 91.62K | 89.53K | 85.75K | 91.19K | 92.02K | 94.14K | 94.82K | 94.44K | 94.01K | 96.00K | 101.52K | 104.36K |
| Renaissance Technologies | 73.10K | 69.90K | 73.98K | 87.76K | 85.06K | 88.36K | 92.31K | 50.86K | — | — | — | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | 52.74K | 52.74K | 52.74K | 52.74K | 52.74K | 52.74K | 48.24K | 18.77K | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 42.46K | 37.72K | 37.96K | 32.47K | 19.30K | 13.36K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 38.34K | 52.87K | 34.21K | 28.95K | 26.87K | 39.58K | 35.25K | 26.02K | 12.69K | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 29.15K | 26.92K | 31.27K | 31.00K | 33.72K | 31.07K | 32.06K | 32.06K | 29.25K | 29.25K | 29.25K | 29.25K | 29.25K | 29.25K | 32.88K | 28.59K | 32.24K | 33.73K | 24.79K | 25.95K |
| BNY Mellon | 27.50K | 25.69K | 27.46K | 28.98K | 26.22K | 24.31K | 24.31K | 24.31K | 33.17K | 32.00K | 34.06K | 34.06K | 34.06K | 33.78K | 36.11K | 37.85K | 33.23K | 36.53K | 37.40K | 37.04K |
| Morgan Stanley | 25.43K | 26.94K | 33.06K | 31.25K | 45.87K | 49.62K | 55.01K | 49.42K | 26.80K | 30.48K | 37.05K | 22.49K | 24.87K | 29.46K | 28.45K | 14.47K | 12.91K | 1.84K | 2.52K | 801 |
| Bank of America Corp | 13.17K | 16.00K | 10.67K | 5.37K | 8.21K | 8.82K | 14.56K | 11.61K | 11.36K | 10.32K | 16.96K | 12.92K | 12.85K | 17.03K | 17.36K | 7.71K | 5.57K | 2.56K | 11.75K | 4.72K |
| Deutsche Bank AG | 10.36K | 3.59K | 9.36K | 7.35K | — | — | — | — | — | — | — | — | — | 6.93K | 4.81K | 4.73K | 5.50K | 6.30K | 7.04K | 6.68K |
| Wells Fargo & Co | 9.93K | 5.16K | 13.34K | 9.63K | 8.22K | 7.99K | 7.84K | 6.35K | 6.12K | 4.09K | 3.57K | 2.86K | 4.43K | 9.09K | — | 20 | 136 | 4.17K | 6.44K | — |
| Citigroup Inc | 4.90K | 511 | 1.13K | 2.03K | 4.99K | 10.39K | 10.69K | 10.06K | 3.69K | 3.27K | 2.25K | 635 | 4.10K | 1 | 80 | 178 | 845 | 502 | 2.95K | 1.32K |
| JPMorgan Chase & Co | 4.41K | — | 4.40K | 4.53K | 5.47K | 14.35K | 37.02K | 15.12K | 5.24K | 18.78K | 8.80K | 7.56K | 9.62K | — | 7.96K | 6.26K | 6.21K | 7.39K | 17.16K | 9.26K |
| UBS Group AG | 3.94K | 3.96K | 2.27K | 4.33K | 6.78K | 6.79K | 8.09K | 5.50K | 6.58K | 12.16K | 14.26K | 9.87K | 10.75K | 5.28K | 3.66K | 500 | 1.57K | 3.23K | 5.99K | 508 |
| Legal & General Investment Management America | 1.09K | 1.09K | 1.09K | 1.09K | 1.09K | 923 | 923 | 923 | 923 | 923 | 923 | 923 | 3.84K | 923 | 923 | 923 | 923 | 923 | 923 | 923 |
| Fidelity Management & Research (FMR) | 218 | 262 | 257 | 212 | 193 | 205 | 212 | 286 | 191 | 156 | 118 | 591 | 588 | 689 | 684 | 708 | 1.20K | 893 | — | — |
| PNC Financial Services | 35 | 66 | 41 | 35 | 35 | 16 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| T. Rowe Price Associates | 10.30K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details