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Flywheel Private Wealth’s Pioneer Bancorp PBFS Stock Holding History

Flywheel Private Wealth’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 		$683K Hold
40,000
– – 0.34% 39
2026
Q1 		$557K Buy
+40,000
New +$559K 0.32% 47

Other funds holding PBFS

ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Flywheel Private Wealth's PBFS Position: Q2 2026 in Review

Flywheel Private Wealth held its Pioneer Bancorp (PBFS) position steady in Q2 2026 at 40,000 shares worth $683K. The position accounts for 0.34% of the portfolio, ranked #39.

Flywheel Private Wealth first reported a position in PBFS in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

  • Flywheel Private Wealth held 40,000 shares of Pioneer Bancorp worth $683K as of Q2 2026.
  • Flywheel Private Wealth left its Pioneer Bancorp share count unchanged in Q2 2026.
  • Pioneer Bancorp made up 0.34% of Flywheel Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Flywheel Private Wealth first reported a position in Pioneer Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.