Covestor’s Pioneer Bancorp PBFS Stock Holding History

Covestor’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	$1K	Sell	65 -100	-61%	-$1.4K	﹤0.01%	2113
2025 Q4	$2K	Sell	165 -3	-2%	-$40	﹤0.01%	1941
2025 Q3	$2K	Sell	168 -34	-17%	-$433	﹤0.01%	1975
2025 Q2	$2K	Buy	202 +9	+5%	+$103	﹤0.01%	1873
2025 Q1	$2K	Buy	193 +166	+615%	+$1.93K	﹤0.01%	1874
2024 Q4	$0	Buy	27 +3	+13%	+$34	﹤0.01%	2602
2024 Q3	$0	Sell	24 -31	-56%	-$337	﹤0.01%	2606
2024 Q2	$1K	Sell	55 -18	-25%	-$171	﹤0.01%	2084
2024 Q1	$1K	Buy	+73	New	+$698	﹤0.01%	2062
2023 Q3	–	Sell	-38	Closed	–	–	2548
2023 Q2	$0	Buy	+38	New	+$333	﹤0.01%	2504
2023 Q1	–	Sell	-27	Closed	–	–	2428
2022 Q4	$0	Hold	27	–	–	﹤0.01%	2456
2022 Q3	$0	Buy	+27	New	+$260	﹤0.01%	2420

Other funds holding PBFS

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Covestor's PBFS Position: Q1 2026 in Review

Covestor reduced its Pioneer Bancorp (PBFS) stake by 61% in Q1 2026, selling an estimated $1.4K and leaving 65 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Covestor first reported a position in PBFS in Q3 2022 and has held it in 12 quarters since. The position peaked at $2K in Q4 2025. 81 funds tracked by Wall St. Rank hold PBFS as of Q1 2026.

Covestor held 65 shares of Pioneer Bancorp worth $1K as of Q1 2026.
Covestor sold 100 Pioneer Bancorp shares in Q1 2026, an estimated $1.4K.
Pioneer Bancorp made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2113 holding.
Covestor first reported a position in Pioneer Bancorp in Q3 2022 and has held it in 12 quarters since.
Covestor's Pioneer Bancorp position peaked at $2K in Q4 2025.
81 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.