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Institutional Ownership · SEC Form 13F

Who owns Pioneer Bancorp, Inc. (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-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

80
Institutional holders
6M
Shares held (tracked funds)
23.4%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on PBFS is one-sided between 2025-Q4 and 2026-Q1: 7 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 2025-Q4 and 2026-Q1, across 80 tracked filers holding PBFS, 32 increased or opened the position and 35 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 2025-Q4 and 2026-Q1 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.

New buyers 4

  • VANGUARD CAPITAL MANAGEMENT LLC$7M
  • VANGUARD FIDUCIARY TRUST CO$1M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$885K
  • Flywheel Private Wealth LLC$557K

Full exits 1

  • VANGUARD GROUP INC$9M

Largest adds

  • M3F, Inc.$1M
  • ALLIANCEBERNSTEIN L.P.$279K
  • GOLDMAN SACHS GROUP INC$275K

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).

FundSharesReported value% of valueQuarter
M3F, Inc. added2,071,973$29M31.6%2026-Q1
BlackRock, Inc. trimmed602,142$8M9.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new525,673$7M8.0%2026-Q1
ALLIANCEBERNSTEIN L.P. added508,981$7M7.5%2026-Q1
Private Capital Management, LLC trimmed354,839$5M5.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed233,381$3M3.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added217,592$3M3.3%2026-Q1
STATE STREET CORP added181,916$3M2.8%2026-Q1
First Pacific Advisors, LP166,974$2M2.5%2026-Q1
NORTHERN TRUST CORP added79,121$1M1.2%2026-Q1
VANGUARD FIDUCIARY TRUST CO new77,480$1M1.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC75,147$1M1.1%2026-Q1
Empowered Funds, LLC75,147$1M1.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed69,900$973K1.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new63,593$885K1.0%2026-Q1
GOLDMAN SACHS GROUP INC added52,869$736K0.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP52,740$734K0.8%2026-Q1
Gator Capital Management, LLC added44,445$619K0.7%2026-Q1
Flywheel Private Wealth LLC new40,000$557K0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed36,364$506K0.6%2026-Q1
MORGAN STANLEY trimmed26,937$375K0.4%2026-Q1
MARTINGALE ASSET MANAGEMENT L P trimmed26,930$375K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed26,920$375K0.4%2026-Q1
Bank of New York Mellon Corp trimmed25,686$358K0.4%2026-Q1
JANE STREET GROUP, LLC trimmed21,446$299K0.3%2026-Q1
ROYAL BANK OF CANADA trimmed18,008$251K0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed16,836$234K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added15,996$223K0.2%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed15,098$210K0.2%2026-Q1
FAGAN ASSOCIATES, INC. trimmed15,000$209K0.2%2026-Q1
RHUMBLINE ADVISERS14,913$208K0.2%2026-Q1
Nuveen, LLC13,460$187K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed11,654$162K0.2%2026-Q1
Sequoia Financial Advisors, LLC added11,023$153K0.2%2026-Q1
MetLife Investment Management, LLC trimmed6,811$95K0.1%2026-Q1
Russell Investments Group, Ltd. added6,795$95K0.1%2026-Q1
Farther Finance Advisors, LLC added6,103$84K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added5,353$75K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed5,159$72K0.1%2026-Q1
STRS OHIO5,100$71K0.1%2026-Q1
JPMORGAN CHASE & CO added4,484$62K0.1%2026-Q1
Tower Research Capital LLC (TRC) added4,126$57K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND3,998$56K0.1%2026-Q1
UBS Group AG added3,958$55K0.1%2026-Q1
Vanguard Global Advisers, LLC new3,735$52K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed3,592$50K0.1%2026-Q1
OSAIC HOLDINGS, INC.3,000$42K0.0%2026-Q1
CWM, LLC trimmed2,847$40K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey2,629$37K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed2,356$33K0.0%2026-Q1
BARCLAYS PLC trimmed1,991$28K0.0%2026-Q1
Tripletail Wealth Management, LLC trimmed1,690$24K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,258$18K0.0%2026-Q1
Legal & General Group Plc1,091$15K0.0%2026-Q1
Federation des caisses Desjardins du Quebec1,000$14K0.0%2026-Q1
Ameritas Investment Partners, Inc.918$13K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed595$8K0.0%2026-Q1
CITIGROUP INC trimmed511$7K0.0%2026-Q1
Sterling Capital Management LLC trimmed364$5K0.0%2026-Q1
Godfrey Financial Associates, Inc.288$4K0.0%2026-Q1
EverSource Wealth Advisors, LLC added260$4K0.0%2026-Q1
FMR LLC added262$4K0.0%2026-Q1
Essential Partners LLC trimmed242$3K0.0%2026-Q1
Optiver Holding B.V. trimmed118$2K0.0%2026-Q1
Covestor Ltd trimmed65$1K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added66$9190.0%2026-Q1
IFP Advisors, Inc trimmed63$8770.0%2026-Q1
Allworth Financial LP added51$7100.0%2026-Q1
TD PRIVATE CLIENT WEALTH LLC new47$6540.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP new41$5580.0%2026-Q1
True Wealth Design, LLC40$5570.0%2026-Q1
GAMMA Investing LLC trimmed25$3480.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC20$2780.0%2026-Q1
Arax Advisory Partners trimmed6$1390.0%2026-Q1
ROTHSCHILD INVESTMENT LLC added8$1110.0%2026-Q1
MAI Capital Management added6$840.0%2026-Q1
Root Financial Partners, LLC new2$280.0%2026-Q1
Sunbelt Securities, Inc.1$140.0%2026-Q1
SBI Securities Co., Ltd.1$140.0%2026-Q1
SJS Investment Consulting Inc.1$140.0%2026-Q1
VANGUARD GROUP INC added652,470$9M9.6%2025-Q4 stale
Allspring Global Investments Holdings, LLC added21,395$251K0.3%2025-Q1 stale
MILLENNIUM MANAGEMENT LLC trimmed17,205$232K0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed16,215$195K0.2%2025-Q2 stale
PANAGORA ASSET MANAGEMENT INC trimmed10,274$134K0.1%2025-Q3 stale
Squarepoint Ops LLC trimmed10,073$118K0.1%2025-Q1 stale
Corebridge Financial, Inc. trimmed5,705$67K0.1%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added795$63K0.1%2025-Q4 stale
AMALGAMATED BANK trimmed346$5K0.0%2025-Q4 stale
HARBOR CAPITAL ADVISORS, INC. trimmed280$3K0.0%2025-Q2 stale
Marquette Asset Management, LLC new193$3K0.0%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new200$2K0.0%2025-Q2 stale
OPTIMA CAPITAL LLC new40$5390.0%2025-Q4 stale
Breakwater Investment Management new38$4970.0%2025-Q3 stale
Bare Financial Services, Inc new36$4850.0%2025-Q4 stale
Clearstead Advisors, LLC added31$4050.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

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