Tripletail Wealth Management, LLC
Position in PBFS — Pioneer Bancorp, Inc./MD
CIK 2079812
ORLANDO, FL
Position in PBFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,848
+$5,324 QoQ
Shares Held
1,690
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#49
of 79 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PBFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Tripletail Wealth Management, LLC holds $544,359 across 11 Banks - Regional names. PBFS ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
4,265 | $212,482 | |
| 2 | ACNB |
Acnb Corp
|
1,060 | $62,942 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
529 | $53,365 | |
| 4 | HTB |
HomeTrust Bancshares, Inc.
|
1,010 | $50,388 | |
| 5 | SMBK |
Smartfinancial Inc.
|
970 | $45,512 | |
| 6 | PBFS |
Pioneer Bancorp, Inc./MD
This page
|
1,690 | $28,848 | |
| 7 | FBK |
FB Financial Corp
|
520 | $28,782 | |
| 8 | MTB |
M&T Bank Corp
|
100 | $23,801 |
All Filings in PBFS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,848 | 1,690 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,524 | 1,690 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,690 | 25,012 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,071 | 1,690 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||