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Equitable Trust’s Pioneer Bancorp PBFS Stock Holding History

Equitable Trust’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
Q3 		$371K Hold
20,890
– – 0.02% 352
2026
Q2 		$357K Buy
+20,890
New +$318K 0.01% 364

Other funds holding PBFS

Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Equitable Trust's PBFS Position: Q3 2026 in Review

Equitable Trust held its Pioneer Bancorp (PBFS) position steady in Q3 2026 at 20,890 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #352.

Equitable Trust first reported a position in PBFS in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold PBFS as of Q3 2026.

  • Equitable Trust held 20,890 shares of Pioneer Bancorp worth $371K as of Q3 2026.
  • Equitable Trust left its Pioneer Bancorp share count unchanged in Q3 2026.
  • Pioneer Bancorp made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #352 holding.
  • Equitable Trust first reported a position in Pioneer Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.