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Brandywine Global Investment Management’s Pioneer Bancorp PBFS Stock Holding History

Brandywine Global Investment 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
Q4 		– Sell
-71,475
Closed -$784K – 674
2024
Q3 		$784K Sell
71,475
-30,400
-30% -$330K 0.01% 614
2024
Q2 		$1.02M Sell
101,875
-13,900
-12% -$132K 0.01% 627
2024
Q1 		$1.14M Hold
115,775
– – 0.01% 627
2023
Q4 		$1.16M Sell
115,775
-23,507
-17% -$205K 0.01% 630
2023
Q3 		$1.19M Buy
139,282
+2,800
+2% +$25.9K 0.01% 616
2023
Q2 		$1.22M Sell
136,482
-15,596
-10% -$137K 0.01% 608
2023
Q1 		$1.5M Hold
152,078
– – 0.01% 596
2022
Q4 		$1.73M Hold
152,078
– – 0.01% 579
2022
Q3 		$1.45M Sell
152,078
-617
-0.4% -$5.95K 0.01% 585
2022
Q2 		$1.5M Sell
152,695
-22,700
-13% -$230K 0.01% 572
2022
Q1 		$1.84M Hold
175,395
– – 0.01% 549
2021
Q4 		$1.99M Sell
175,395
-4,900
-3% -$60.7K 0.01% 528
2021
Q3 		$2.28M Sell
180,295
-2,000
-1% -$24.1K 0.02% 517
2021
Q2 		$2.19M Sell
182,295
-14,800
-8% -$177K 0.02% 527
2021
Q1 		$2.3M Sell
197,095
-2,200
-1% -$24.9K 0.02% 510
2020
Q4 		$2.11M Buy
199,295
+32,436
+19% +$326K 0.02% 478
2020
Q3 		$1.48M Buy
166,859
+23,700
+17% +$206K 0.01% 484
2020
Q2 		$1.31M Buy
143,159
+1,900
+1% +$17.7K 0.01% 495
2020
Q1 		$1.47M Buy
141,259
+16,041
+13% +$218K 0.02% 480
2019
Q4 		$1.91M Buy
+125,218
New +$1.69M 0.01% 534

Other funds holding PBFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Brandywine Global Investment Management's PBFS Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of Pioneer Bancorp (PBFS) in Q4 2024, closing a stake of 71,475 shares — an estimated $784K sold.

Brandywine Global Investment Management first reported a position in PBFS in Q4 2019 and held it in 20 quarters. The position peaked at $2.3M in Q1 2021. 64 funds tracked by Wall St. Rank hold PBFS as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining Pioneer Bancorp position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 71,475 Pioneer Bancorp shares in Q4 2024, an estimated $784K.
  • Brandywine Global Investment Management first reported a position in Pioneer Bancorp in Q4 2019 and held it in 20 quarters.
  • Brandywine Global Investment Management's Pioneer Bancorp position peaked at $2.3M in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.