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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
Q1 		$28 Buy
+2
New +$28 ﹤0.01% 3423

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VCM
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AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's PBFS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Pioneer Bancorp (PBFS) in Q1 2026: 2 shares worth $28. The stake represents ﹤0.01% of the portfolio and ranks #3423 among its holdings.

81 funds tracked by Wall St. Rank hold PBFS as of Q1 2026.

  • Root Financial Partners held 2 shares of Pioneer Bancorp worth $28 as of Q1 2026.
  • Pioneer Bancorp was a new Root Financial Partners position in Q1 2026.
  • Pioneer Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3423 holding.
  • 81 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.