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Tripletail Wealth Management’s Pioneer Bancorp PBFS Stock Holding History

Tripletail 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
2026
Q1 		$23.7K Sell
1,690
-23,322
-93% -$326K 0.03% 182
2025
Q4 		$1.69K Buy
25,012
+23,322
+1,380% +$313K ﹤0.01% 258
2025
Q3 		$22K Buy
+1,690
New +$21.5K 0.03% 212

Other funds holding PBFS

MI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Tripletail Wealth Management's PBFS Position: Q1 2026 in Review

Tripletail Wealth Management reduced its Pioneer Bancorp (PBFS) stake by 93% in Q1 2026, selling an estimated $326K and leaving 1,690 shares worth $23.7K. The position accounts for 0.03% of the portfolio, ranked #182.

Tripletail Wealth Management first reported a position in PBFS in Q3 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold PBFS as of Q1 2026.

  • Tripletail Wealth Management held 1,690 shares of Pioneer Bancorp worth $23.7K as of Q1 2026.
  • Tripletail Wealth Management sold 23,322 Pioneer Bancorp shares in Q1 2026, an estimated $326K.
  • Pioneer Bancorp made up 0.03% of Tripletail Wealth Management's portfolio in Q1 2026, its #182 holding.
  • Tripletail Wealth Management first reported a position in Pioneer Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.