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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
Q2 		$29.2K Hold
1,690
– – 0.03% 185
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
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tripletail Wealth Management's PBFS Position: Q2 2026 in Review

Tripletail Wealth Management held its Pioneer Bancorp (PBFS) position steady in Q2 2026 at 1,690 shares worth $29.2K. The position accounts for 0.03% of the portfolio, ranked #185.

Tripletail Wealth Management first reported a position in PBFS in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

  • Tripletail Wealth Management held 1,690 shares of Pioneer Bancorp worth $29.2K as of Q2 2026.
  • Tripletail Wealth Management left its Pioneer Bancorp share count unchanged in Q2 2026.
  • Pioneer Bancorp made up 0.03% of Tripletail Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Tripletail Wealth Management first reported a position in Pioneer Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.