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Essential Partners’s Pioneer Bancorp PBFS Stock Holding History

Essential Partners’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 		$1.88K Sell
106
-4
-4% -$70 ﹤0.01% 1944
2026
Q2 		$1.88K Sell
110
-132
-55% -$2.01K ﹤0.01% 1997
2026
Q1 		$3.37K Sell
242
-24
-9% -$335 ﹤0.01% 1767
2025
Q4 		$3.59K Sell
266
-5
-2% -$67 ﹤0.01% 1567
2025
Q3 		$3.54K Buy
271
+111
+69% +$1.41K ﹤0.01% 1563
2025
Q2 		$1.92K Buy
+160
New +$1.84K ﹤0.01% 1329

Other funds holding PBFS

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
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
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

Essential Partners's PBFS Position: Q3 2026 in Review

Essential Partners reduced its Pioneer Bancorp (PBFS) stake by 3.6% in Q3 2026, selling an estimated $70 and leaving 106 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Essential Partners first reported a position in PBFS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.59K in Q4 2025. 9 funds tracked by Wall St. Rank hold PBFS as of Q3 2026.

  • Essential Partners held 106 shares of Pioneer Bancorp worth $1.88K as of Q3 2026.
  • Essential Partners sold 4 Pioneer Bancorp shares in Q3 2026, an estimated $70.
  • Pioneer Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1944 holding.
  • Essential Partners first reported a position in Pioneer Bancorp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Pioneer Bancorp position peaked at $3.59K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.