Morgan Stanley
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Morgan Stanley’s Pioneer Bancorp PBFS Stock Holding History

Morgan Stanley’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 		$434K Sell
25,428
-1,509
-6% -$23K ﹤0.01% 5611
2026
Q1 		$375K Sell
26,937
-6,120
-19% -$85.5K ﹤0.01% 5610
2025
Q4 		$446K Buy
33,057
+1,805
+6% +$24.2K ﹤0.01% 5569
2025
Q3 		$408K Sell
31,252
-14,619
-32% -$186K ﹤0.01% 5597
2025
Q2 		$552K Sell
45,871
-3,745
-8% -$43K ﹤0.01% 5421
2025
Q1 		$581K Sell
49,616
-5,394
-10% -$62.8K ﹤0.01% 5264
2024
Q4 		$634K Buy
55,010
+5,585
+11% +$63.6K ﹤0.01% 5325
2024
Q3 		$542K Buy
49,425
+22,625
+84% +$246K ﹤0.01% 5365
2024
Q2 		$268K Sell
26,800
-3,680
-12% -$35K ﹤0.01% 5554
2024
Q1 		$299K Sell
30,480
-6,566
-18% -$62.8K ﹤0.01% 5562
2023
Q4 		$371K Buy
37,046
+14,556
+65% +$127K ﹤0.01% 5444
2023
Q3 		$192K Sell
22,490
-2,382
-10% -$22.1K ﹤0.01% 5591
2023
Q2 		$223K Sell
24,872
-4,584
-16% -$40.1K ﹤0.01% 5609
2023
Q1 		$290K Buy
29,456
+1,009
+4% +$11.1K ﹤0.01% 5529
2022
Q4 		$324K Buy
28,447
+13,974
+97% +$152K ﹤0.01% 5454
2022
Q3 		$137K Buy
14,473
+1,559
+12% +$15K ﹤0.01% 5917
2022
Q2 		$126K Buy
12,914
+11,077
+603% +$112K ﹤0.01% 6150
2022
Q1 		$19K Sell
1,837
-682
-27% -$7.49K ﹤0.01% 7172
2021
Q4 		$29K Buy
2,519
+1,718
+214% +$21.3K ﹤0.01% 7061
2021
Q3 		$10K Buy
801
+232
+41% +$2.79K ﹤0.01% 7326
2021
Q2 		$7K Buy
569
+511
+881% +$6.12K ﹤0.01% 7320
2021
Q1 		$1K Sell
58
-8,535
-99% -$96.6K ﹤0.01% 7362
2020
Q4 		$91K Buy
8,593
+7,498
+685% +$75.4K ﹤0.01% 5948
2020
Q3 		$10K Sell
1,095
-2,495
-69% -$21.7K ﹤0.01% 6277
2020
Q2 		$33K Buy
3,590
+2,736
+320% +$25.5K ﹤0.01% 5835
2020
Q1 		$9K Sell
854
-21,469
-96% -$292K ﹤0.01% 6045
2019
Q4 		$342K Buy
22,323
+11,905
+114% +$161K ﹤0.01% 5141
2019
Q3 		$130K Buy
+10,418
New +$146K ﹤0.01% 5345

Other funds holding PBFS

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley's PBFS Position: Q2 2026 in Review

Morgan Stanley reduced its Pioneer Bancorp (PBFS) stake by 5.6% in Q2 2026, selling an estimated $23K and leaving 25,428 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #5611.

Morgan Stanley first reported a position in PBFS in Q3 2019 and has held it in 28 quarters since. The position peaked at $634K in Q4 2024. 80 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

  • Morgan Stanley held 25,428 shares of Pioneer Bancorp worth $434K as of Q2 2026.
  • Morgan Stanley sold 1,509 Pioneer Bancorp shares in Q2 2026, an estimated $23K.
  • Pioneer Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5611 holding.
  • Morgan Stanley first reported a position in Pioneer Bancorp in Q3 2019 and has held it in 28 quarters since.
  • Morgan Stanley's Pioneer Bancorp position peaked at $634K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.