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
2026 Q2	$3.46K	Buy	+203	New	+$3.09K	﹤0.01%	5154
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

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

Integrated Wealth Concepts's PBFS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pioneer Bancorp (PBFS) in Q2 2026: 203 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #5154 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PBFS as recently as Q3 2024.

Integrated Wealth Concepts first reported a position in PBFS in Q4 2022 and has held it in 9 quarters since. The position peaked at $171K in Q4 2022. 80 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

Integrated Wealth Concepts held 203 shares of Pioneer Bancorp worth $3.46K as of Q2 2026.
Pioneer Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Pioneer Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5154 holding.
Integrated Wealth Concepts first reported a position in Pioneer Bancorp in Q4 2022 and has held it in 9 quarters since.
Integrated Wealth Concepts's Pioneer Bancorp position peaked at $171K in Q4 2022.
80 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.