Ellevest Inc’s Pioneer Bancorp PBFS Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-338	Closed	-$3.33K	–	1252
2023 Q1	$3.33K	Buy	338 +294	+668%	+$3.23K	﹤0.01%	1322
2022 Q4	$502	Buy	+44	New	+$479	﹤0.01%	1617

Other funds holding PBFS

FCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Ellevest Inc's PBFS Position: Q2 2023 in Review

Ellevest Inc sold out of Pioneer Bancorp (PBFS) in Q2 2023, closing a stake of 338 shares — an estimated $3.33K sold.

Ellevest Inc first reported a position in PBFS in Q4 2022 and held it in 2 quarters. The position peaked at $3.33K in Q1 2023. 44 funds tracked by Wall St. Rank hold PBFS as of Q2 2023.

Ellevest Inc reported no remaining Pioneer Bancorp position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 338 Pioneer Bancorp shares in Q2 2023, an estimated $3.33K.
Ellevest Inc first reported a position in Pioneer Bancorp in Q4 2022 and held it in 2 quarters.
Ellevest Inc's Pioneer Bancorp position peaked at $3.33K in Q1 2023.
44 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.