Charles Schwab
PBFS icon

Charles Schwab’s Pioneer Bancorp PBFS Stock Holding History

Charles Schwab’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 		$498K Buy
29,148
+2,228
+8% +$33.9K ﹤0.01% 3233
2026
Q1 		$375K Sell
26,920
-4,350
-14% -$60.8K ﹤0.01% 3195
2025
Q4 		$422K Buy
31,270
+271
+0.9% +$3.64K ﹤0.01% 3203
2025
Q3 		$405K Sell
30,999
-2,719
-8% -$34.6K ﹤0.01% 3228
2025
Q2 		$406K Buy
33,718
+2,644
+9% +$30.4K ﹤0.01% 3204
2025
Q1 		$364K Sell
31,074
-983
-3% -$11.4K ﹤0.01% 3160
2024
Q4 		$369K Hold
32,057
– – ﹤0.01% 3228
2024
Q3 		$352K Buy
32,057
+2,806
+10% +$30.5K ﹤0.01% 3250
2024
Q2 		$293K Hold
29,251
– – ﹤0.01% 3373
2024
Q1 		$287K Hold
29,251
– – ﹤0.01% 3182
2023
Q4 		$293K Hold
29,251
– – ﹤0.01% 3225
2023
Q3 		$250K Hold
29,251
– – ﹤0.01% 3246
2023
Q2 		$262K Hold
29,251
– – ﹤0.01% 3261
2023
Q1 		$288K Sell
29,251
-3,631
-11% -$39.9K ﹤0.01% 3099
2022
Q4 		$375K Buy
32,882
+4,287
+15% +$46.7K ﹤0.01% 3067
2022
Q3 		$273K Sell
28,595
-3,649
-11% -$35.2K ﹤0.01% 3122
2022
Q2 		$316K Sell
32,244
-1,482
-4% -$15K ﹤0.01% 3181
2022
Q1 		$355K Buy
33,726
+8,932
+36% +$98.1K ﹤0.01% 3174
2021
Q4 		$281K Sell
24,794
-1,161
-4% -$14.4K ﹤0.01% 3297
2021
Q3 		$329K Hold
25,955
– – ﹤0.01% 3244
2021
Q2 		$312K Sell
25,955
-4,111
-14% -$49.2K ﹤0.01% 3238
2021
Q1 		$351K Hold
30,066
– – ﹤0.01% 3198
2020
Q4 		$318K Buy
30,066
+1,818
+6% +$18.3K ﹤0.01% 3140
2020
Q3 		$251K Sell
28,248
-2,238
-7% -$19.4K ﹤0.01% 3105
2020
Q2 		$279K Buy
30,486
+2,097
+7% +$19.6K ﹤0.01% 3075
2020
Q1 		$295K Hold
28,389
– – ﹤0.01% 2898
2019
Q4 		$435K Buy
28,389
+5,272
+23% +$71.3K ﹤0.01% 2875
2019
Q3 		$289K Buy
+23,117
New +$324K ﹤0.01% 2972

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

Charles Schwab's PBFS Position: Q2 2026 in Review

Charles Schwab increased its Pioneer Bancorp (PBFS) stake by 8.3% in Q2 2026, buying an estimated $33.9K and bringing the position to 29,148 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Charles Schwab first reported a position in PBFS in Q3 2019 and has held it in 28 quarters since. 80 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

  • Charles Schwab held 29,148 shares of Pioneer Bancorp worth $498K as of Q2 2026.
  • Charles Schwab bought 2,228 Pioneer Bancorp shares in Q2 2026, an estimated $33.9K.
  • Pioneer Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3233 holding.
  • Charles Schwab first reported a position in Pioneer Bancorp in Q3 2019 and has held it in 28 quarters since.
  • 80 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.