Root Financial Partners’s Pioneer Bancorp PBFS Stock Holding History

Root Financial Partners’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	–	Sell	-2	Closed	-$28	–	2358
2026 Q1	$28	Buy	+2	New	+$28	﹤0.01%	3423

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

Root Financial Partners's PBFS Position: Q2 2026 in Review

Root Financial Partners sold out of Pioneer Bancorp (PBFS) in Q2 2026, closing a stake of 2 shares — an estimated $28 sold.

Root Financial Partners first reported a position in PBFS in Q1 2026 and held it in 1 quarter. The position peaked at $28 in Q1 2026. 79 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

Root Financial Partners reported no remaining Pioneer Bancorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2 Pioneer Bancorp shares in Q2 2026, an estimated $28.
Root Financial Partners first reported a position in Pioneer Bancorp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Pioneer Bancorp position peaked at $28 in Q1 2026.
79 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.