Root Financial Partners
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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
Q3 		$124 Buy
+7
New +$123 ﹤0.01% 3608
2026
Q2 		– Sell
-2
Closed -$28 – 2358
2026
Q1 		$28 Buy
+2
New +$28 ﹤0.01% 3423

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Root Financial Partners's PBFS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pioneer Bancorp (PBFS) in Q3 2026: 7 shares worth $124. The stake represents ﹤0.01% of the portfolio and ranks #3608 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PBFS as recently as Q1 2026.

Root Financial Partners first reported a position in PBFS in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold PBFS as of Q3 2026.

  • Root Financial Partners held 7 shares of Pioneer Bancorp worth $124 as of Q3 2026.
  • Pioneer Bancorp was a new Root Financial Partners position in Q3 2026.
  • Pioneer Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3608 holding.
  • Root Financial Partners first reported a position in Pioneer Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.