Northwestern Mutual Wealth Management’s Pioneer Bancorp PBFS Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q4	–	Sell	-750	Closed	-$9.79K	–	4188
2025 Q3	$9.79K	Sell	750 -3,000	-80%	-$38.2K	﹤0.01%	2919
2025 Q2	$45.1K	Hold	3,750	–	–	﹤0.01%	2303
2025 Q1	$43.9K	Sell	3,750 -1,250	-25%	-$14.5K	﹤0.01%	2224
2024 Q4	$57.6K	Hold	5,000	–	–	﹤0.01%	2135
2024 Q3	$54.9K	Hold	5,000	–	–	﹤0.01%	2119
2024 Q2	$50K	Hold	5,000	–	–	﹤0.01%	2088
2024 Q1	$49K	Hold	5,000	–	–	﹤0.01%	2084
2023 Q4	$50K	Hold	5,000	–	–	﹤0.01%	2062
2023 Q3	$42.7K	Hold	5,000	–	–	﹤0.01%	2025
2023 Q2	$44.8K	Buy	+5,000	New	+$43.8K	﹤0.01%	2025

Other funds holding PBFS

M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $7.14B AUM 21.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's PBFS Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Pioneer Bancorp (PBFS) in Q4 2025, closing a stake of 750 shares — an estimated $9.79K sold.

Northwestern Mutual Wealth Management first reported a position in PBFS in Q2 2023 and held it in 10 quarters. The position peaked at $57.6K in Q4 2024. 74 funds tracked by Wall St. Rank hold PBFS as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Pioneer Bancorp position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 750 Pioneer Bancorp shares in Q4 2025, an estimated $9.79K.
Northwestern Mutual Wealth Management first reported a position in Pioneer Bancorp in Q2 2023 and held it in 10 quarters.
Northwestern Mutual Wealth Management's Pioneer Bancorp position peaked at $57.6K in Q4 2024.
74 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.