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 | Reduced | 1,821,973 | 31,101 | 7.37% | 7.15% | 1 | -250,000 | -12.07% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 631,152 | 10,773 | 0.0% | 0.0% | 2 | +29,010 | 4.82% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 484,060 | 8,262 | 0.0% | 0.0% | 3 | -41,613 | -7.92% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 523,014 | 7,280 | 0.0% | 0.0% | 4 | +14,033 | 2.76% | Q2 2026 | Aug 14, 2026 |
| Private Capital Management, LLC | History | Added to | 366,774 | 6,260 | 0.55% | 0.49% | 5 | +11,935 | 3.36% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 266,275 | 4,546 | 0.0% | 0.0% | 6 | +32,894 | 14.09% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 224,755 | 3,836 | 0.0% | 0.0% | 7 | +7,163 | 3.29% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Reduced | 180,376 | 3,079 | 0.0% | 0.0% | 8 | -1,540 | -0.85% | Q2 2026 | Aug 07, 2026 |
| First Pacific Advisors, LP | History | No change | 166,974 | 2,850 | 0.04% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 83,423 | 1,424 | 0.0% | 0.0% | 10 | +4,302 | 5.44% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 73,100 | 1,247 | 0.0% | 0.0% | 11 | +3,200 | 4.58% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 72,147 | 1,231 | 0.02% | 0.02% | 12 | -3,000 | -3.99% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 72,147 | 1,231 | 0.01% | 0.01% | 13 | -3,000 | -3.99% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 71,271 | 1,216 | 0.0% | 0.0% | 14 | -6,209 | -8.01% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 70,987 | 1,211 | 0.0% | 0.0% | 15 | +7,394 | 11.63% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 52,740 | 900 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gator Capital Management, LLC | History | Added to | 45,400 | 774 | 0.16% | 0.13% | 17 | +955 | 2.15% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,459 | 724 | 0.0% | 0.0% | 18 | +4,737 | 12.56% | Q2 2026 | Aug 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 40,000 | 682 | 0.34% | 0.32% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 38,335 | 654 | 0.0% | 0.0% | 20 | -14,534 | -27.49% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 29,148 | 497 | 0.0% | 0.0% | 21 | +2,228 | 8.28% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 27,502 | 469 | 0.0% | 0.0% | 22 | +1,816 | 7.07% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 26,530 | 452 | 0.01% | 0.01% | 23 | -400 | -1.49% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 25,428 | 434 | 0.0% | 0.0% | 24 | -1,509 | -5.6% | Q2 2026 | Aug 13, 2026 |
| EQUITABLE TRUST CO | History | New | 20,890 | 356 | 0.01% | — | 25 | +20,890 | New | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,255 | 294 | 0.0% | 0.0% | 26 | -753 | -4.18% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,909 | 288 | 0.0% | 0.0% | 27 | +73 | 0.43% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 15,098 | 257 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 15,000 | 256 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,645 | 249 | 0.0% | 0.0% | 30 | -268 | -1.8% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 13,460 | 229 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 13,171 | 224 | 0.0% | 0.0% | 32 | -2,825 | -17.66% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 12,157 | 207 | 0.0% | 0.0% | 33 | +5,362 | 78.91% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,041 | 188 | 0.0% | 0.0% | 34 | +18 | 0.16% | Q2 2026 | Jul 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 10,298 | 176 | 0.0% | — | 36 | +10,298 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,363 | 176 | 0.0% | 0.0% | 35 | +6,771 | 188.5% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,932 | 169 | 0.0% | 0.0% | 37 | +4,773 | 92.52% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 6,200 | 105 | 0.0% | 0.0% | 38 | +1,100 | 21.57% | Q2 2026 | Jul 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,123 | 104 | 0.0% | 0.0% | 39 | -688 | -10.1% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,019 | 102 | 0.0% | 0.0% | 40 | -84 | -1.38% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | Added to | 4,899 | 83 | 0.0% | 0.0% | 41 | +4,388 | 858.71% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,890 | 83 | 0.0% | 0.0% | 42 | -463 | -8.65% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,414 | 75 | 0.0% | 0.0% | 43 | -70 | -1.56% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,998 | 68 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 3,945 | 67 | 0.0% | 0.0% | 45 | -13 | -0.33% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,735 | 63 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,000 | 51 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,629 | 44 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 2,847 | 39 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 1,690 | 29 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,668 | 28 | 0.0% | 0.0% | 51 | -688 | -29.2% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,545 | 26 | 0.0% | 0.0% | 52 | -2,581 | -62.55% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Reduced | 1,396 | 23 | 0.0% | 0.0% | 53 | -595 | -29.88% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,258 | 21 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,091 | 18 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 17 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 918 | 15 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 841 | 14 | 0.0% | — | 58 | +835 | 13916.67% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 288 | 4 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 206 | 3 | 0.0% | 0.0% | 61 | -158 | -43.41% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Reduced | 218 | 3 | 0.0% | 0.0% | 60 | -44 | -16.79% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 146 | 2 | 0.0% | 0.0% | 62 | -449 | -75.46% | Q2 2026 | Aug 24, 2026 |
| Essential Partners LLC | History | Reduced | 110 | 1 | 0.0% | 0.0% | 67 | -132 | -54.55% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Added to | 68 | 1 | 0.0% | — | 63 | +17 | 33.33% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 73 | 1 | 0.0% | — | 64 | +10 | 15.87% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Reduced | 55 | 1 | 0.0% | 0.0% | 66 | -10 | -15.38% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 103 | 1 | 0.0% | 0.0% | 65 | -4 | -3.74% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,446 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,654 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Optiver Holding B.V. | History | Reduced | 6 | 0 | — | 0.0% | — | -112 | -94.92% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Avion Wealth | History | New | 34 | 0 | — | — | — | +34 | New | Q2 2026 | Jul 31, 2026 |
| Bare Financial Services, Inc | History | New | 34 | 0 | — | — | — | +34 | New | Q2 2026 | Jul 27, 2026 |
| Rialto Wealth Management, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 35 | 0 | — | — | — | -31 | -46.97% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 53 | 0 | — | — | — | +12 | 29.27% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 38 | 0 | — | — | — | -2 | -5.0% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 21 | 0 | — | — | — | +1 | 5.0% | Q2 2026 | Aug 10, 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% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |