LPL Financial’s Pioneer Bancorp PBFS Stock Holding History

LPL Financial’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 Q3	–	Sell	-11,505	Closed	-$115K	–	5264
2024 Q2	$115K	Buy	+11,505	New	+$109K	﹤0.01%	4711

Other funds holding PBFS

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

LPL Financial's PBFS Position: Q3 2024 in Review

LPL Financial sold out of Pioneer Bancorp (PBFS) in Q3 2024, closing a stake of 11,505 shares — an estimated $115K sold.

LPL Financial first reported a position in PBFS in Q2 2024 and held it in 1 quarter. The position peaked at $115K in Q2 2024. 61 funds tracked by Wall St. Rank hold PBFS as of Q3 2024.

LPL Financial reported no remaining Pioneer Bancorp position as of Q3 2024 after selling out during the quarter.
LPL Financial sold 11,505 Pioneer Bancorp shares in Q3 2024, an estimated $115K.
LPL Financial first reported a position in Pioneer Bancorp in Q2 2024 and held it in 1 quarter.
LPL Financial's Pioneer Bancorp position peaked at $115K in Q2 2024.
61 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.