Pioneer Bancorp, Inc./MD - PBFS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M3F, Inc. | History | Added to | 2,071,973 | 28,842 | 7.15% | 7.53% | 1 | +38,119 | 1.87% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 652,470 | 8,795 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 602,142 | 8,381 | 0.0% | 0.0% | 3 | -13,205 | -2.15% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 525,673 | 7,317 | 0.0% | — | 4 | +525,673 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 508,981 | 6,861 | 0.0% | 0.0% | 5 | +20,725 | 4.24% | Q1 2026 | May 15, 2026 |
| Private Capital Management, LLC | History | Reduced | 354,839 | 4,939 | 0.49% | 0.45% | 6 | -7,594 | -2.1% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 233,381 | 3,249 | 0.0% | 0.0% | 7 | -19,491 | -7.71% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 217,592 | 3,028 | 0.0% | 0.0% | 8 | +1,537 | 0.71% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 181,916 | 2,532 | 0.0% | 0.0% | 9 | +1,214 | 0.67% | Q1 2026 | May 15, 2026 |
| First Pacific Advisors, LP | History | No change | 166,974 | 2,324 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 79,121 | 1,101 | 0.0% | 0.0% | 11 | +2,063 | 2.68% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 77,480 | 1,078 | 0.0% | — | 12 | +77,480 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 75,147 | 1,046 | 0.01% | — | 14 | +75,147 | New | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 75,147 | 1,046 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 69,900 | 973 | 0.0% | 0.0% | 15 | -4,079 | -5.51% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 63,593 | 885 | 0.0% | — | 16 | +63,593 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 52,869 | 735 | 0.0% | 0.0% | 17 | +18,657 | 54.53% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 52,740 | 734 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gator Capital Management, LLC | History | Added to | 44,445 | 618 | 0.13% | 0.11% | 19 | +2,345 | 5.57% | Q1 2026 | May 13, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 40,000 | 556 | 0.32% | — | 20 | +40,000 | New | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 37,722 | 525 | 0.0% | 0.0% | 21 | -234 | -0.62% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 26,937 | 374 | 0.0% | 0.0% | 23 | -6,120 | -18.51% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 26,920 | 374 | 0.0% | 0.0% | 22 | -4,350 | -13.91% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 26,930 | 374 | 0.01% | 0.01% | 24 | -2,502 | -8.5% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 25,686 | 357 | 0.0% | 0.0% | 25 | -1,778 | -6.47% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,446 | 298 | 0.0% | — | 26 | +21,446 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,008 | 251 | 0.0% | 0.0% | 27 | -305 | -1.67% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,836 | 234 | 0.0% | 0.0% | 28 | -32 | -0.19% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,996 | 222 | 0.0% | 0.0% | 29 | +5,322 | 49.86% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 15,098 | 210 | 0.0% | 0.0% | 30 | -4,504 | -22.98% | Q1 2026 | May 08, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 15,000 | 208 | 0.03% | 0.03% | 31 | -2,000 | -11.76% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,913 | 207 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | No change | 13,460 | 187 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,654 | 162 | 0.0% | 0.0% | 34 | -4,152 | -26.27% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,023 | 153 | 0.0% | 0.0% | 35 | +56 | 0.51% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,795 | 94 | 0.0% | 0.0% | 37 | +619 | 10.02% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,811 | 94 | 0.0% | 0.0% | 36 | -90 | -1.3% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,103 | 83 | 0.0% | 0.0% | 38 | +87 | 1.45% | Q1 2026 | Apr 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,353 | 74 | 0.0% | 0.0% | 39 | +136 | 2.61% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,159 | 71 | 0.0% | 0.0% | 40 | -8,185 | -61.34% | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | No change | 5,100 | 70 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,484 | 62 | 0.0% | 0.0% | 42 | +87 | 1.98% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,126 | 57 | 0.0% | 0.0% | 43 | +3,284 | 390.02% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,958 | 55 | 0.0% | 0.0% | 45 | +1,690 | 74.51% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,998 | 55 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,735 | 51 | 0.0% | — | 46 | +3,735 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,592 | 50 | 0.0% | 0.0% | 47 | -5,767 | -61.62% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,000 | 41 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,847 | 39 | 0.0% | 0.0% | 49 | -33 | -1.15% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,629 | 36 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,356 | 32 | 0.0% | 0.0% | 51 | -127 | -5.11% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 1,991 | 27 | 0.0% | 0.0% | 52 | -15,148 | -88.38% | Q1 2026 | May 14, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 1,690 | 23 | 0.03% | 0.0% | 53 | -23,322 | -93.24% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,258 | 17 | 0.0% | 0.0% | 54 | +691 | 121.87% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,091 | 15 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 13 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 918 | 12 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 595 | 8 | 0.0% | 0.0% | 58 | -78 | -11.59% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 511 | 7 | 0.0% | 0.0% | 59 | -620 | -54.82% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 364 | 5 | 0.0% | 0.0% | 60 | -270 | -42.59% | Q1 2026 | Apr 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 288 | 4 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 242 | 3 | 0.0% | 0.0% | 63 | -24 | -9.02% | Q1 2026 | May 21, 2026 |
| FMR LLC | History | Added to | 262 | 3 | 0.0% | 0.0% | 62 | +5 | 1.95% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 65 | 1 | 0.0% | 0.0% | 66 | -100 | -60.61% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | Reduced | 118 | 1 | 0.0% | 0.0% | 65 | -48 | -28.92% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 107 | 1 | 0.0% | 0.0% | 64 | +6 | 5.94% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,205 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -346 | -100.0% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 41 | 0 | — | — | — | +41 | New | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q1 2026 | May 04, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 66 | 0 | — | — | — | +25 | 60.98% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 25 | 0 | — | — | — | -11 | -30.56% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 63 | 0 | — | — | — | -4 | -5.97% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 51 | 0 | — | — | — | +3 | 6.25% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |