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 | 1,860,111 | 33,036 | 8.44% | 7.37% | 1 | +38,138 | 2.09% | Q3 2026 | Oct 21, 2026 |
| BlackRock, Inc. | History | No change | 631,152 | 10,773 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 484,060 | 8,262 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 523,014 | 7,280 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Capital Management, LLC | History | No change | 366,774 | 6,260 | 0.55% | 0.55% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 266,275 | 4,546 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 229,174 | 4,070 | 0.0% | 0.0% | 7 | +4,419 | 1.97% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 180,376 | 3,079 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| First Pacific Advisors, LP | History | No change | 166,974 | 2,850 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 83,423 | 1,424 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 73,100 | 1,247 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 72,147 | 1,231 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 72,147 | 1,231 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 71,271 | 1,216 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 70,987 | 1,211 | 0.0% | 0.0% | 15 | 0 | 0.0% | 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 | No change | 45,400 | 774 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 42,459 | 724 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 40,000 | 710 | 0.35% | 0.34% | 19 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 38,335 | 654 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 29,148 | 497 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 27,502 | 469 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 26,530 | 452 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 25,428 | 434 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 20,890 | 371 | 0.02% | 0.01% | 25 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,255 | 294 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,909 | 288 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 15,000 | 266 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 15,098 | 257 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,645 | 249 | 0.0% | 0.0% | 30 | 0 | 0.0% | 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 | No change | 13,171 | 224 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 12,157 | 207 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,041 | 188 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 10,298 | 176 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,363 | 176 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,932 | 169 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 8,700 | 154 | 0.0% | 0.0% | 38 | +2,500 | 40.32% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,522 | 133 | 0.0% | 0.0% | 39 | +1,503 | 24.97% | Q3 2026 | Oct 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,123 | 104 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,890 | 83 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,414 | 75 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,998 | 68 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 3,945 | 67 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,735 | 63 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,000 | 51 | 0.0% | 0.0% | 46 | 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% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 1,690 | 29 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,668 | 28 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,545 | 26 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 1,306 | 23 | 0.0% | 0.0% | 52 | -3,593 | -73.34% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 1,396 | 23 | 0.0% | 0.0% | 51 | 0 | 0.0% | 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% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,091 | 18 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | New | 979 | 17 | 0.0% | — | 56 | +979 | New | Q3 2026 | Oct 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 17 | 0.0% | 0.0% | 55 | 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 | No change | 841 | 14 | 0.0% | 0.0% | 58 | 0 | 0.0% | 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 | Added to | 209 | 3 | 0.0% | 0.0% | 61 | +3 | 1.46% | Q3 2026 | Oct 22, 2026 |
| FMR LLC | History | No change | 218 | 3 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 146 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 67 | 1 | 0.0% | 0.0% | 64 | -6 | -8.22% | Q3 2026 | Oct 16, 2026 |
| Covestor Ltd | History | Reduced | 50 | 1 | 0.0% | 0.0% | 66 | -5 | -9.09% | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | Reduced | 106 | 1 | 0.0% | 0.0% | 67 | -4 | -3.64% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 101 | 1 | 0.0% | 0.0% | 65 | -2 | -1.94% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 68 | 1 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 15 | 0 | — | — | — | +14 | 1400.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 23 | 0 | — | — | — | +2 | 9.52% | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 36 | 0 | — | — | — | -2 | -5.26% | Q3 2026 | Oct 13, 2026 |
| James T. Borello RIA | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bare Financial Services, Inc | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |