PBFS · Pioneer Bancorp, Inc./MD

$17.37 +0.25 (+1.43%) At close · Aug 21

Market Cap

$431.38M

24.84M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 79

Total Value: $96,941,641

Total Shares: 5,679,068

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 79 13F filers · Δ vs Mar 31, 2026

Top Holder

32.1%

−3.2 pts

Top 5

67.4%

−1.8 pts

Top 10

83.6%

−0.5 pts

HHI

1,423

Broadly held−180

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -2

Institutional value: +18.6%

Shares held: -3.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega GEODE CAPITAL MANAGEMENT, LLC	+32,894	266,275
Mega BlackRock, Inc.	+29,010	631,152
Mega ALLIANCEBERNSTEIN L.P.	+14,033	523,014
Mid Private Capital Management, LLC	+11,935	366,774
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+7,394	70,987

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small M3F, Inc.	−250,000	1,821,973
Mega VANGUARD CAPITAL MANAGEMENT LLC	−41,613	484,060
Mega GOLDMAN SACHS GROUP INC	−14,534	38,335
Mega VANGUARD FIDUCIARY TRUST CO	−6,209	71,271
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC	−3,000	72,147

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid EQUITABLE TRUST CO	20,890	$356,592
Mega PRICE T ROWE ASSOCIATES INC /MD/	10,298	$175,786
Mid Integrated Wealth Concepts LLC	203	$3,465
Small Rialto Wealth Management, LLC	34	$580
Micro Bare Financial Services, Inc	34	$580

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega JANE STREET GROUP, LLC	21,446	$298,527
Mega CITADEL ADVISORS LLC	11,654	$162,223
Large CWM, LLC	2,847	$39,630
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	595	$8,282
Mid TD PRIVATE CLIENT WEALTH LLC	47	$654

Filter: New 6 Increased 26 Reduced 28 Sold out 8 Unchanged 19

Showing 79 of 79

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

M3F, Inc.

$31,101,079

32.08%

1,821,973

BlackRock, Inc.

$10,773,762

11.11%

631,152

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	2,296	$39,192	0.4%	Sole
BlackRock Investment Management, LLC	30,003	$512,151	4.8%	Sole
BLACKROCK ADVISORS LLC	23,969	$409,150	3.8%	Sole
BlackRock Fund Advisors	428,215	$7,309,630	67.8%	Sole
BlackRock Institutional Trust Company, N.A.	146,221	$2,495,992	23.2%	Sole
Aperio Group, LLC	448	$7,647	0.1%	Sole

ALLIANCEBERNSTEIN L.P.

$8,927,848

9.21%

523,014

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	523,014	$8,927,848	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$8,262,904

8.52%

484,060

Private Capital Management, LLC

$6,260,832

6.46%

366,774

GEODE CAPITAL MANAGEMENT, LLC

$4,545,313

4.69%

266,275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	38,977	$665,337	14.6%	Defined
Held directly	227,298	$3,879,976	85.4%	Defined

DIMENSIONAL FUND ADVISORS LP

$3,836,566

3.96%

224,755

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,046	$34,925	0.9%	Defined
DFA Australia Ltd.	7,297	$124,559	3.2%	Defined
Dimensional Ireland Ltd	23,862	$407,324	10.6%	Defined
Held directly	191,550	$3,269,758	85.2%	Sole

STATE STREET CORP

$3,079,018

3.18%

180,376

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	180,376	$3,079,018	100.0%	Defined

First Pacific Advisors, LP

$2,850,246

2.94%

166,974

NORTHERN TRUST CORP

$1,424,029

1.47%

83,423

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	81,769	$1,395,796	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,654	$28,233	2.0%	Other

RENAISSANCE TECHNOLOGIES LLC

$1,247,817

1.29%

73,100

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$1,231,549

1.27%

72,147

Empowered Funds, LLC

$1,231,549

1.27%

72,147

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	72,147	$1,231,549	100.0%	Other

VANGUARD FIDUCIARY TRUST CO

$1,216,595

1.25%

71,271

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,211,748

1.25%

70,987

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$900,271

0.93%

52,740

Gator Capital Management, LLC

$774,978

0.80%

45,400

AQR CAPITAL MANAGEMENT LLC

$724,772

0.75%

42,459

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prism Planning Partners LLC	55	$938	0.1%	Other
Compound Planning, Inc.	1	$17	0.0%	Other
Arax Advisory Partners	856	$14,611	2.0%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	344	$5,872	0.8%	Other
Stokes Family Office, LLC	126	$2,150	0.3%	Other
Held directly	41,077	$701,184	96.7%	Defined

Flywheel Private Wealth LLC

$682,800

0.70%

40,000

GOLDMAN SACHS GROUP INC

$654,378

0.68%

38,335

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	38,335	$654,378	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$497,556

0.51%

29,148

Bank of New York Mellon Corp

$469,458

0.48%

27,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	10,267	$175,257	37.3%	Defined
The Bank of New York Mellon	17,234	$294,184	62.7%	Defined
Held directly	1	$17	0.0%	Defined

MARTINGALE ASSET MANAGEMENT L P

$452,867

0.47%

26,530

MORGAN STANLEY

$434,054

0.45%

25,428

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	21	$358	0.1%	Defined
MORGAN STANLEY & CO. LLC	3,051	$52,080	12.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	368	$6,281	1.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,000	$34,140	7.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	19,988	$341,195	78.6%	Defined

EQUITABLE TRUST CO

$356,592

0.37%

20,890

ROYAL BANK OF CANADA

$294,541

0.30%

17,255

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	322	$5,496	1.9%	Defined
RBC Capital Markets, LLC	4,564	$77,907	26.5%	Defined
RBC Rochdale, LLC	12,369	$211,138	71.7%	Defined

CAPTRUST FINANCIAL ADVISORS

$288,636

0.30%

16,909

LOS ANGELES CAPITAL MANAGEMENT LLC

$257,722

0.27%

15,098

FAGAN ASSOCIATES, INC.

$256,050

0.26%

15,000

RHUMBLINE ADVISERS

$249,990

0.26%

14,645

Nuveen, LLC

$229,761

0.24%

13,460

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	13	$221	0.1%	Defined
TEACHERS ADVISORS, LLC joint	13,447	$229,540	99.9%	Defined

BANK OF AMERICA CORP /DE/

$224,828

0.23%

13,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	13,171	$224,828	100.0%	Defined

Russell Investments Group, Ltd.

$207,519

0.21%

12,157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	12,157	$207,519	100.0%	Defined

Sequoia Financial Advisors, LLC

$188,469

0.19%

11,041

DEUTSCHE BANK AG\

$176,896

0.18%

10,363

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	10,363	$176,896	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$175,786

0.18%

10,298

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	10,298	$175,786	100.0%	Defined

WELLS FARGO & COMPANY/MN

$169,538

0.17%

9,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	8,897	$151,871	89.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,000	$17,070	10.1%	Defined
WELLS FARGO INVESTMENT INSTITUTE, INC.	35	$597	0.4%	Defined

STRS OHIO

$105,834

0.11%

6,200

MetLife Investment Management, LLC

$104,519

0.11%

6,123

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	6,123	$104,519	100.0%	Defined

Farther Finance Advisors, LLC

$102,744

0.11%

6,019

CITIGROUP INC

$83,625

0.09%

4,899

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,899	$83,625	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$83,472

0.09%

4,890

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	4,890	$83,472	100.0%	Defined

JPMORGAN CHASE & CO

$75,346

0.08%

4,414

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	4,403	$75,159	99.8%	Defined
J.P. Morgan Investment Management Inc.	11	$187	0.2%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$68,245

0.07%

3,998

UBS Group AG

$67,339

0.07%

3,945

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,714	$29,257	43.4%	Defined
UBS AG	1,532	$26,151	38.8%	Defined
UBS Securities LLC	699	$11,931	17.7%	Defined

Vanguard Global Advisers, LLC

$63,756

0.07%

3,735

OSAIC HOLDINGS, INC.

$51,210

0.05%

3,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,000	$51,210	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$44,877

0.05%

2,629

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	2,629	$44,877	100.0%	Defined

Tripletail Wealth Management, LLC

$28,848

0.03%

1,690

BNP PARIBAS ARBITRAGE, SA

$28,472

0.03%

1,668

Tower Research Capital LLC (TRC)

$26,373

0.03%

1,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,545	$26,373	100.0%	Defined

BARCLAYS PLC

$23,829

0.02%

1,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,367	$23,334	97.9%	Defined
BARCLAYS CAPITAL INC.	29	$495	2.1%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$21,474

0.02%

1,258

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	1,258	$21,474	100.0%	Defined

Legal & General Group Plc

$18,623

0.02%

1,091

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,091	$18,623	100.0%	Defined

Federation des caisses Desjardins du Quebec

$17,070

0.02%

1,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	1,000	$17,070	100.0%	Defined

Ameritas Investment Partners, Inc.

$15,670

0.02%

918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	918	$15,670	100.0%	Other

Arax Advisory Partners

$14,355

0.01%

841

Godfrey Financial Associates, Inc.

$4,916

0.01%

288

FMR LLC

$3,721

0.00%

218

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	218	$3,721	100.0%	Defined

Sterling Capital Management LLC

$3,516

0.00%

206

Integrated Wealth Concepts LLC

$3,465

0.00%

203

Essential Partners LLC

$1,877

0.00%

110

EverSource Wealth Advisors, LLC

$1,757

0.00%

103

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	11	$187	10.6%	Sole
Held directly	92	$1,570	89.4%	Sole

IFP Advisors, Inc

$1,246

0.00%

Allworth Financial LP

$1,160

0.00%

Covestor Ltd

$938

0.00%

JONES FINANCIAL COMPANIES LLLP

$904

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	53	$904	100.0%	Sole

True Wealth Design, LLC

$648

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$597

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	35	$597	100.0%	Defined

Avion Wealth

$580

0.00%

Bare Financial Services, Inc

$580

0.00%

Rialto Wealth Management, LLC

$580

0.00%

GAMMA Investing LLC

$426

0.00%

NISA INVESTMENT ADVISORS, LLC

$358

0.00%

ROTHSCHILD INVESTMENT LLC

$170

0.00%

Optiver Holding B.V.

$102

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	6	$102	100.0%	Defined

Basecamp Wealth Advisors LLC

$68

0.00%

SJS Investment Consulting Inc.

$17

0.00%

SBI Securities Co., Ltd.

$17

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	18,007	$250,657	84.0%	Defined
Jane Street Global Trading, LLC	3,439	$47,870	16.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	11,654	$162,223	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	47	$654	100.0%	Defined

Key facts CIK 1769663 CUSIP 723561106 13F (30d) 69 filings 69 filers Visit website