Pioneer Bancorp, Inc./MD - PBFS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 2,033,854 | 27,416 | 7.53% | 6.97% | 1 | +149,773 | 7.95% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 652,470 | 8,795 | 0.0% | 0.0% | 2 | +15,197 | 2.38% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 615,347 | 8,294 | 0.0% | 0.0% | 3 | +4,723 | 0.77% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 488,256 | 6,581 | 0.0% | 0.0% | 4 | +6,779 | 1.41% | Q4 2025 | Feb 17, 2026 |
| Private Capital Management, LLC | History | Reduced | 362,433 | 4,885 | 0.45% | 0.43% | 5 | -3,020 | -0.83% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 252,872 | 3,409 | 0.0% | 0.0% | 6 | +155 | 0.06% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 216,055 | 2,912 | 0.0% | 0.0% | 7 | -1,111 | -0.51% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 180,702 | 2,435 | 0.0% | 0.0% | 8 | -680 | -0.37% | Q4 2025 | Feb 13, 2026 |
| First Pacific Advisors, LP | History | No change | 166,974 | 2,250 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 77,058 | 1,038 | 0.0% | 0.0% | 10 | -7,178 | -8.52% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 75,147 | 1,012 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 73,979 | 997 | 0.0% | 0.0% | 12 | -13,781 | -15.7% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 52,740 | 710 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gator Capital Management, LLC | History | Added to | 42,100 | 567 | 0.11% | 0.14% | 14 | +500 | 1.2% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,956 | 511 | 0.0% | 0.0% | 15 | +5,486 | 16.9% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 34,212 | 461 | 0.0% | 0.0% | 16 | +5,265 | 18.19% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 33,057 | 445 | 0.0% | 0.0% | 17 | +1,805 | 5.78% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 31,270 | 421 | 0.0% | 0.0% | 18 | +271 | 0.87% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 29,432 | 396 | 0.01% | 0.01% | 19 | -9 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 27,464 | 370 | 0.0% | 0.0% | 20 | -1,514 | -5.22% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 19,602 | 256 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,313 | 246 | 0.0% | — | 22 | +18,313 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 17,205 | 231 | 0.0% | 0.0% | 24 | -9,401 | -35.33% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 17,139 | 231 | 0.0% | 0.0% | 23 | -1,013 | -5.58% | Q4 2025 | Feb 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 17,000 | 229 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,868 | 227 | 0.0% | 0.0% | 26 | +107 | 0.64% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,806 | 213 | 0.0% | 0.0% | 27 | -7,722 | -32.82% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,913 | 201 | 0.0% | 0.0% | 28 | -1,584 | -9.6% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 13,460 | 181 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,344 | 179 | 0.0% | 0.0% | 30 | +3,717 | 38.61% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,967 | 147 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,674 | 143 | 0.0% | 0.0% | 32 | +5,306 | 98.85% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,359 | 126 | 0.0% | 0.0% | 33 | +2,011 | 27.37% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,901 | 93 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,176 | 83 | 0.0% | 0.0% | 35 | +2,131 | 52.68% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,016 | 81 | 0.0% | 0.0% | 36 | +16 | 0.27% | Q4 2025 | Jan 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,217 | 70 | 0.0% | 0.0% | 37 | -49 | -0.93% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 5,100 | 68 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,397 | 59 | 0.0% | 0.0% | 39 | -135 | -2.98% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,998 | 53 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,000 | 40 | 0.0% | 0.0% | 41 | -63 | -2.06% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 2,880 | 39 | 0.0% | 0.0% | 42 | +270 | 10.34% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,629 | 35 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,483 | 33 | 0.0% | 0.0% | 44 | +300 | 13.74% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 2,268 | 30 | 0.0% | 0.0% | 45 | -2,061 | -47.61% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 1,131 | 15 | 0.0% | 0.0% | 46 | -898 | -44.26% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 1,091 | 14 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 13 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 918 | 12 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 842 | 11 | 0.0% | 0.0% | 50 | -168 | -16.63% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 673 | 9 | 0.0% | 0.0% | 51 | -172 | -20.36% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 634 | 8 | 0.0% | 0.0% | 52 | -142 | -18.3% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 567 | 7 | 0.0% | — | 53 | +567 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 346 | 5 | 0.0% | 0.0% | 54 | -54 | -13.5% | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 288 | 3 | 0.0% | — | 56 | +288 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 257 | 3 | 0.0% | 0.0% | 55 | +45 | 21.23% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 165 | 2 | 0.0% | 0.0% | 58 | -3 | -1.79% | Q4 2025 | Feb 06, 2026 |
| Optiver Holding B.V. | History | No change | 166 | 2 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tripletail Wealth Management, LLC | History | Added to | 25,012 | 1 | 0.0% | 0.03% | 60 | +23,322 | 1380.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 101 | 1 | 0.0% | 0.0% | 59 | +8 | 8.6% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,147 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,261 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,274 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,632 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -1,000 | -98.04% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Allworth Financial LP | History | New | 48 | 0 | — | — | — | +48 | New | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Jan 23, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Bare Financial Services, Inc | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IFP Advisors, Inc | History | Added to | 67 | 0 | — | — | — | +26 | 63.41% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 36 | 0 | — | — | — | -8 | -18.18% | Q4 2025 | Jan 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7 | 0 | — | — | — | +6 | 600.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 41 | 0 | — | — | — | +6 | 17.14% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 40 | 0 | — | — | — | -1 | -2.44% | Q4 2025 | Jan 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |