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
Q2 		$289K Buy
16,909
+73
+0.4% +$1.11K ﹤0.01% 2622
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 $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAPTRUST Financial Advisors's PBFS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Pioneer Bancorp (PBFS) stake by 0.43% in Q2 2026, buying an estimated $1.11K and bringing the position to 16,909 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

CAPTRUST Financial Advisors first reported a position in PBFS in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

  • CAPTRUST Financial Advisors held 16,909 shares of Pioneer Bancorp worth $289K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 73 Pioneer Bancorp shares in Q2 2026, an estimated $1.11K.
  • Pioneer Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2622 holding.
  • CAPTRUST Financial Advisors first reported a position in Pioneer Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.