Who owns Pioneer Bancorp (PBFS)
Which tracked institutional funds hold PBFS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBFS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PBFS is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PBFS’s largest tracked holder by dollar value, M3F, Inc., sizes it at 7.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PBFS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 77 tracked filers holding PBFS, 31 increased or opened the position and 36 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PBFS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- M3F, Inc.$29M
Largest adds
- BlackRock, Inc.$2M
- Private Capital Management, LLC$1M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- VANGUARD CAPITAL MANAGEMENT LLC$946K
- DIMENSIONAL FUND ADVISORS LP$808K
- STATE STREET CORP$547K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 631,152 | $11M | 10.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 484,060 | $8M | 8.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 523,014 | $7M | 7.1% | 2026-Q2 |
| Private Capital Management, LLC added | 366,774 | $6M | 6.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 266,275 | $5M | 4.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 224,755 | $4M | 3.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 180,376 | $3M | 3.0% | 2026-Q2 |
| First Pacific Advisors, LP | 166,974 | $3M | 2.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 83,423 | $1M | 1.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 73,100 | $1M | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 72,147 | $1M | 1.2% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 72,147 | $1M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 71,271 | $1M | 1.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 70,987 | $1M | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 52,740 | $900K | 0.9% | 2026-Q2 |
| Gator Capital Management, LLC added | 45,400 | $775K | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 42,459 | $725K | 0.7% | 2026-Q2 |
| Flywheel Private Wealth LLC | 40,000 | $683K | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 38,335 | $654K | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 29,148 | $498K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 27,502 | $469K | 0.5% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 26,530 | $453K | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 25,428 | $434K | 0.4% | 2026-Q2 |
| EQUITABLE TRUST CO new | 20,890 | $357K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 17,255 | $294K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 16,909 | $289K | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 15,098 | $258K | 0.3% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. | 15,000 | $256K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 14,645 | $250K | 0.2% | 2026-Q2 |
| Nuveen, LLC | 13,460 | $230K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 13,171 | $225K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 12,157 | $208K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 11,041 | $188K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 10,363 | $177K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 10,298 | $176K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,932 | $170K | 0.2% | 2026-Q2 |
| STRS OHIO added | 6,200 | $106K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 6,123 | $105K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,019 | $103K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 4,899 | $84K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 4,890 | $83K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 4,414 | $75K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,998 | $68K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 3,945 | $67K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,735 | $64K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 3,000 | $51K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 2,629 | $45K | 0.0% | 2026-Q2 |
| Tripletail Wealth Management, LLC | 1,690 | $29K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,668 | $28K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,545 | $26K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,396 | $24K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,258 | $21K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 1,091 | $19K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 1,000 | $17K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 918 | $16K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 841 | $14K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 288 | $5K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 218 | $4K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 206 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 203 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 146 | $2K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 110 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 103 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 73 | $1K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 68 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 53 | $890 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 38 | $649 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 35 | $597 | 0.0% | 2026-Q2 |
| Rialto Wealth Management, LLC new | 34 | $581 | 0.0% | 2026-Q2 |
| Bare Financial Services, Inc trimmed | 34 | $580 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC | 25 | $427 | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 21 | $358 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 10 | $171 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 6 | $102 | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 4 | $68 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. | 1 | $18 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 1 | $17 | 0.0% | 2026-Q2 |
| M3F, Inc. added | 2,071,973 | $29M | 28.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 21,446 | $299K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 11,654 | $162K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 2,847 | $40K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd trimmed | 65 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TD PRIVATE CLIENT WEALTH LLC new | 47 | $654 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 6 | $84 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 2 | $28 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 1 | $14 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 652,470 | $9M | 8.5% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 17,205 | $232K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 795 | $63K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 346 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC new | 40 | $539 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PANAGORA ASSET MANAGEMENT INC trimmed | 10,274 | $134K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Marquette Asset Management, LLC new | 193 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Breakwater Investment Management new | 38 | $497 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Clearstead Advisors, LLC added | 31 | $405 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,215 | $195K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| HARBOR CAPITAL ADVISORS, INC. trimmed | 280 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 200 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.