IFP Advisors
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IFP Advisors’s Pioneer Bancorp PBFS Stock Holding History

IFP 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
Q3 		$1.19K Sell
67
-6
-8% -$105 ﹤0.01% 4439
2026
Q2 		$1.25K Buy
73
+10
+16% +$152 ﹤0.01% 4431
2026
Q1 		$877 Sell
63
-4
-6% -$56 ﹤0.01% 4257
2025
Q4 		$903 Buy
67
+26
+63% +$349 ﹤0.01% 4107
2025
Q3 		$535 Buy
41
+11
+37% +$140 ﹤0.01% 4156
2025
Q2 		$361 Buy
30
+29
+2,900% +$333 ﹤0.01% 4513
2025
Q1 		$12 Hold
1
– – ﹤0.01% 4218
2024
Q4 		$12 Buy
+1
New +$11 ﹤0.01% 4521
2023
Q1 		– Sell
-500
Closed -$7K – 4140
2022
Q4 		$7K Hold
500
– – ﹤0.01% 3621
2022
Q3 		$7K Hold
500
– – ﹤0.01% 3871
2022
Q2 		$7K Hold
500
– – ﹤0.01% 3618
2022
Q1 		$7K Buy
+500
New +$5.49K ﹤0.01% 3617

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

IFP Advisors's PBFS Position: Q3 2026 in Review

IFP Advisors reduced its Pioneer Bancorp (PBFS) stake by 8.2% in Q3 2026, selling an estimated $105 and leaving 67 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4439.

IFP Advisors first reported a position in PBFS in Q1 2022 and has held it in 12 quarters since. The position peaked at $7K in Q4 2022. 9 funds tracked by Wall St. Rank hold PBFS as of Q3 2026.

  • IFP Advisors held 67 shares of Pioneer Bancorp worth $1.19K as of Q3 2026.
  • IFP Advisors sold 6 Pioneer Bancorp shares in Q3 2026, an estimated $105.
  • Pioneer Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4439 holding.
  • IFP Advisors first reported a position in Pioneer Bancorp in Q1 2022 and has held it in 12 quarters since.
  • IFP Advisors's Pioneer Bancorp position peaked at $7K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.