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 Q2	$1K	Sell	55 -10	-15%	-$152	﹤0.01%	2280
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 $422M AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Covestor's PBFS Position: Q2 2026 in Review

Covestor reduced its Pioneer Bancorp (PBFS) stake by 15% in Q2 2026, selling an estimated $152 and leaving 55 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Covestor first reported a position in PBFS in Q3 2022 and has held it in 13 quarters since. The position peaked at $2K in Q4 2025. 80 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

Covestor held 55 shares of Pioneer Bancorp worth $1K as of Q2 2026.
Covestor sold 10 Pioneer Bancorp shares in Q2 2026, an estimated $152.
Pioneer Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2280 holding.
Covestor first reported a position in Pioneer Bancorp in Q3 2022 and has held it in 13 quarters since.
Covestor's Pioneer Bancorp position peaked at $2K in Q4 2025.
80 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.