True Wealth Design’s Pioneer Bancorp PBFS Stock Holding History

True Wealth Design’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	$649	Sell	38 -2	-5%	-$30	﹤0.01%	2116
2026 Q1	$557	Hold	40	–	–	﹤0.01%	2015
2025 Q4	$540	Sell	40 -1	-2%	-$13	﹤0.01%	1927
2025 Q3	$536	Buy	41 +6	+17%	+$76	﹤0.01%	1988
2025 Q2	$422	Sell	35 -15	-30%	-$172	﹤0.01%	1811
2025 Q1	$586	Buy	50 +23	+85%	+$268	﹤0.01%	1486
2024 Q4	$312	Buy	27 +22	+440%	+$251	﹤0.01%	1164
2024 Q3	$55	Buy	+5	New	+$54	﹤0.01%	1253

Other funds holding PBFS

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FFA

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

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

True Wealth Design's PBFS Position: Q2 2026 in Review

True Wealth Design reduced its Pioneer Bancorp (PBFS) stake by 5% in Q2 2026, selling an estimated $30 and leaving 38 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

True Wealth Design first reported a position in PBFS in Q3 2024 and has held it in 8 quarters since. 4 funds tracked by Wall St. Rank hold PBFS as of Q2 2026.

True Wealth Design held 38 shares of Pioneer Bancorp worth $649 as of Q2 2026.
True Wealth Design sold 2 Pioneer Bancorp shares in Q2 2026, an estimated $30.
Pioneer Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2116 holding.
True Wealth Design first reported a position in Pioneer Bancorp in Q3 2024 and has held it in 8 quarters since.
4 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.