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 Q2	$1.76K	Sell	103 -4	-4%	-$61	﹤0.01%	3771
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

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

EverSource Wealth Advisors's PBFS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pioneer Bancorp (PBFS) stake by 3.7% in Q2 2026, selling an estimated $61 and leaving 103 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3771.

EverSource Wealth Advisors first reported a position in PBFS in Q1 2025 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

EverSource Wealth Advisors held 103 shares of Pioneer Bancorp worth $1.76K as of Q2 2026.
EverSource Wealth Advisors sold 4 Pioneer Bancorp shares in Q2 2026, an estimated $61.
Pioneer Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3771 holding.
EverSource Wealth Advisors first reported a position in Pioneer Bancorp in Q1 2025 and has held it in 6 quarters since.
80 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.