Carson Wealth (CWM LLC)
PBFS icon

Carson Wealth (CWM LLC)’s Pioneer Bancorp PBFS Stock Holding History

Carson Wealth (CWM LLC)’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 		$39.6K Sell
2,847
-33
-1% -$461 ﹤0.01% 3970
2025
Q4 		$39K Buy
2,880
+270
+10% +$3.63K ﹤0.01% 3782
2025
Q3 		$34K Buy
2,610
+1,029
+65% +$13.1K ﹤0.01% 3804
2025
Q2 		$19K Buy
1,581
+412
+35% +$4.73K ﹤0.01% 3952
2025
Q1 		$14K Buy
1,169
+484
+71% +$5.63K ﹤0.01% 3921
2024
Q4 		$8K Buy
685
+224
+49% +$2.55K ﹤0.01% 4002
2024
Q3 		$5K Buy
461
+338
+275% +$3.67K ﹤0.01% 4123
2024
Q2 		$1K Buy
123
+118
+2,360% +$1.12K ﹤0.01% 4447
2024
Q1 		$0 Buy
+5
New +$48 ﹤0.01% 4632

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

Carson Wealth (CWM LLC)'s PBFS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Pioneer Bancorp (PBFS) stake by 1.1% in Q1 2026, selling an estimated $461 and leaving 2,847 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3970.

Carson Wealth (CWM LLC) first reported a position in PBFS in Q1 2024 and has held it in 9 quarters since. 81 funds tracked by Wall St. Rank hold PBFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,847 shares of Pioneer Bancorp worth $39.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 33 Pioneer Bancorp shares in Q1 2026, an estimated $461.
  • Pioneer Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3970 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pioneer Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 81 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.