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Clearstead Advisors’s Pioneer Bancorp PBFS Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-31
Closed -$405 – 3124
2025
Q3 		$405 Buy
31
+1
+3% +$13 ﹤0.01% 2764
2025
Q2 		$361 Buy
+30
New +$344 ﹤0.01% 2522

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
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

Clearstead Advisors's PBFS Position: Q4 2025 in Review

Clearstead Advisors sold out of Pioneer Bancorp (PBFS) in Q4 2025, closing a stake of 31 shares — an estimated $405 sold.

Clearstead Advisors first reported a position in PBFS in Q2 2025 and held it in 2 quarters. The position peaked at $405 in Q3 2025. 74 funds tracked by Wall St. Rank hold PBFS as of Q4 2025.

  • Clearstead Advisors reported no remaining Pioneer Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 31 Pioneer Bancorp shares in Q4 2025, an estimated $405.
  • Clearstead Advisors first reported a position in Pioneer Bancorp in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Pioneer Bancorp position peaked at $405 in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.