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EverSource Wealth Advisors’s Pioneer Bancorp PBFS Stock Holding History

EverSource Wealth Advisors’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 		$1.49K Buy
107
+6
+6% +$84 ﹤0.01% 3740
2025
Q4 		$1.36K Buy
101
+8
+9% +$107 ﹤0.01% 3625
2025
Q3 		$1.22K Buy
93
+29
+45% +$369 ﹤0.01% 3702
2025
Q2 		$770 Buy
64
+47
+276% +$540 ﹤0.01% 3793
2025
Q1 		$199 Buy
+17
New +$198 ﹤0.01% 3706

Other funds holding PBFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EverSource Wealth Advisors's PBFS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Pioneer Bancorp (PBFS) stake by 5.9% in Q1 2026, buying an estimated $84 and bringing the position to 107 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

EverSource Wealth Advisors first reported a position in PBFS in Q1 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold PBFS as of Q1 2026.

  • EverSource Wealth Advisors held 107 shares of Pioneer Bancorp worth $1.49K as of Q1 2026.
  • EverSource Wealth Advisors bought 6 Pioneer Bancorp shares in Q1 2026, an estimated $84.
  • Pioneer Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3740 holding.
  • EverSource Wealth Advisors first reported a position in Pioneer Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.