BHZ Capital Management’s Pioneer Bancorp PBFS Stock Holding History

BHZ Capital Management’s Portfolio PBFS Stock Details PBFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-72,281	Closed	-$709K	–	26
2024 Q1	$709K	Sell	72,281 -47,045	-39%	-$450K	0.81%	27
2023 Q4	$1.19M	Buy	119,326 +30,901	+35%	+$269K	0.63%	34
2023 Q3	$755K	Hold	88,425	–	–	0.62%	43
2023 Q2	$791K	Hold	88,425	–	–	0.56%	46
2023 Q1	$872K	Hold	88,425	–	–	0.4%	56
2022 Q4	$1.01M	Buy	88,425 +4,920	+6%	+$53.6K	0.44%	54
2022 Q3	$795K	Buy	83,505 +9,697	+13%	+$93.5K	0.33%	67
2022 Q2	$723K	Buy	73,808 +32,574	+79%	+$330K	0.29%	81
2022 Q1	$434K	Buy	41,234 +19,514	+90%	+$214K	0.15%	110
2021 Q4	$246K	Buy	+21,720	New	+$269K	0.08%	120

Other funds holding PBFS

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BHZ Capital Management's PBFS Position: Q2 2024 in Review

BHZ Capital Management sold out of Pioneer Bancorp (PBFS) in Q2 2024, closing a stake of 72,281 shares — an estimated $709K sold.

BHZ Capital Management first reported a position in PBFS in Q4 2021 and held it in 10 quarters. The position peaked at $1.19M in Q4 2023. 51 funds tracked by Wall St. Rank hold PBFS as of Q2 2024.

BHZ Capital Management reported no remaining Pioneer Bancorp position as of Q2 2024 after selling out during the quarter.
BHZ Capital Management sold 72,281 Pioneer Bancorp shares in Q2 2024, an estimated $709K.
BHZ Capital Management first reported a position in Pioneer Bancorp in Q4 2021 and held it in 10 quarters.
BHZ Capital Management's Pioneer Bancorp position peaked at $1.19M in Q4 2023.
51 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2024.

Based on BHZ Capital Management's 13F filing for Q2 2024.