Sequoia Financial Advisors’s Pioneer Bancorp PBFS Stock Holding History

Sequoia Financial Advisors’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	$188K	Buy	11,041 +18	+0.2%	+$274	﹤0.01%	2001
2026 Q1	$153K	Buy	11,023 +56	+0.5%	+$782	﹤0.01%	1821
2025 Q4	$148K	Hold	10,967	–	–	﹤0.01%	1845
2025 Q3	$143K	Hold	10,967	–	–	﹤0.01%	1667
2025 Q2	$132K	Hold	10,967	–	–	﹤0.01%	1516
2025 Q1	$128K	Hold	10,967	–	–	﹤0.01%	1309
2024 Q4	$126K	Hold	10,967	–	–	﹤0.01%	1267
2024 Q3	$120K	Hold	10,967	–	–	﹤0.01%	1212
2024 Q2	$110K	Hold	10,967	–	–	﹤0.01%	1155
2024 Q1	$108K	Hold	10,967	–	–	﹤0.01%	1112
2023 Q4	$110K	Hold	10,967	–	–	﹤0.01%	1153
2023 Q3	$93.7K	Hold	10,967	–	–	﹤0.01%	923
2023 Q2	$98.2K	Hold	10,967	–	–	﹤0.01%	922
2023 Q1	$108K	Hold	10,967	–	–	﹤0.01%	799
2022 Q4	$125K	Buy	+10,967	New	+$119K	﹤0.01%	758

Other funds holding PBFS

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sequoia Financial Advisors's PBFS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Pioneer Bancorp (PBFS) stake by 0.16% in Q2 2026, buying an estimated $274 and bringing the position to 11,041 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Sequoia Financial Advisors first reported a position in PBFS in Q4 2022 and has held it in 15 quarters since. 4 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

Sequoia Financial Advisors held 11,041 shares of Pioneer Bancorp worth $188K as of Q2 2026.
Sequoia Financial Advisors bought 18 Pioneer Bancorp shares in Q2 2026, an estimated $274.
Pioneer Bancorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2001 holding.
Sequoia Financial Advisors first reported a position in Pioneer Bancorp in Q4 2022 and has held it in 15 quarters since.
4 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.