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Glassman Wealth Services’s Pioneer Bancorp PBFS Stock Holding History

Glassman Wealth Services’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
2021
Q4 		– Sell
-144
Closed -$2K – 1832
2021
Q3 		$2K Hold
144
– – ﹤0.01% 1199
2021
Q2 		$2K Sell
144
-27
-16% -$323 ﹤0.01% 1167
2021
Q1 		$2K Buy
+171
New +$1.94K ﹤0.01% 1122
2020
Q3 		– Sell
-59
Closed -$1K – 1457
2020
Q2 		$1K Buy
59
+43
+269% +$401 ﹤0.01% 1086
2020
Q1 		$0 Sell
16
-25
-61% -$340 ﹤0.01% 1451
2019
Q4 		$1K Buy
+41
New +$555 ﹤0.01% 995

Other funds holding PBFS

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glassman Wealth Services's PBFS Position: Q4 2021 in Review

Glassman Wealth Services sold out of Pioneer Bancorp (PBFS) in Q4 2021, closing a stake of 144 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in PBFS in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 36 funds tracked by Wall St. Rank hold PBFS as of Q4 2021.

  • Glassman Wealth Services reported no remaining Pioneer Bancorp position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 144 Pioneer Bancorp shares in Q4 2021, an estimated $2K.
  • Glassman Wealth Services first reported a position in Pioneer Bancorp in Q4 2019 and held it in 6 quarters.
  • Glassman Wealth Services's Pioneer Bancorp position peaked at $2K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.