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Integrated Wealth Concepts’s Pioneer Bancorp PBFS Stock Holding History

Integrated Wealth Concepts’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
2024
Q4 		– Sell
-15,000
Closed -$165K – 1765
2024
Q3 		$165K Hold
15,000
– – ﹤0.01% 1576
2024
Q2 		$150K Hold
15,000
– – ﹤0.01% 1556
2024
Q1 		$147K Hold
15,000
– – ﹤0.01% 1556
2023
Q4 		$150K Hold
15,000
– – ﹤0.01% 1501
2023
Q3 		$128K Hold
15,000
– – ﹤0.01% 1465
2023
Q2 		$134K Hold
15,000
– – ﹤0.01% 1471
2023
Q1 		$148K Hold
15,000
– – ﹤0.01% 1254
2022
Q4 		$171K Buy
+15,000
New +$163K ﹤0.01% 956

Other funds holding PBFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Integrated Wealth Concepts's PBFS Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Pioneer Bancorp (PBFS) in Q4 2024, closing a stake of 15,000 shares — an estimated $165K sold.

Integrated Wealth Concepts first reported a position in PBFS in Q4 2022 and held it in 8 quarters. The position peaked at $171K in Q4 2022. 64 funds tracked by Wall St. Rank hold PBFS as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Pioneer Bancorp position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,000 Pioneer Bancorp shares in Q4 2024, an estimated $165K.
  • Integrated Wealth Concepts first reported a position in Pioneer Bancorp in Q4 2022 and held it in 8 quarters.
  • Integrated Wealth Concepts's Pioneer Bancorp position peaked at $171K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.