CPA
PBFS icon

Capital Performance Advisors’s Pioneer Bancorp PBFS Stock Holding History

Capital Performance Advisors’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
-66
Closed -$724 – 1933
2024
Q3 		$724 Buy
+66
New +$717 ﹤0.01% 2078

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

Capital Performance Advisors's PBFS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Pioneer Bancorp (PBFS) in Q4 2024, closing a stake of 66 shares — an estimated $724 sold.

Capital Performance Advisors first reported a position in PBFS in Q3 2024 and held it in 1 quarter. The position peaked at $724 in Q3 2024. 64 funds tracked by Wall St. Rank hold PBFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pioneer Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 66 Pioneer Bancorp shares in Q4 2024, an estimated $724.
  • Capital Performance Advisors first reported a position in Pioneer Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pioneer Bancorp position peaked at $724 in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.