CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Pioneer Bancorp PBFS Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$234K Sell
16,836
-32
-0.2% -$447 ﹤0.01% 2576
2025
Q4 		$227K Buy
16,868
+107
+0.6% +$1.44K ﹤0.01% 2440
2025
Q3 		$219K Sell
16,761
-1,046
-6% -$13.3K ﹤0.01% 2363
2025
Q2 		$214K Buy
17,807
+2,009
+13% +$23.1K ﹤0.01% 2259
2025
Q1 		$185K Buy
+15,798
New +$184K ﹤0.01% 2173

Other funds holding PBFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAPTRUST Financial Advisors's PBFS Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Pioneer Bancorp (PBFS) stake by 0.19% in Q1 2026, selling an estimated $447 and leaving 16,836 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

CAPTRUST Financial Advisors first reported a position in PBFS in Q1 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold PBFS as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,836 shares of Pioneer Bancorp worth $234K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 32 Pioneer Bancorp shares in Q1 2026, an estimated $447.
  • Pioneer Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2576 holding.
  • CAPTRUST Financial Advisors first reported a position in Pioneer Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.