True Wealth Design
PBFS icon

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
Q3 		$640 Sell
36
-2
-5% -$35 ﹤0.01% 2069
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

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's PBFS Position: Q3 2026 in Review

True Wealth Design reduced its Pioneer Bancorp (PBFS) stake by 5.3% in Q3 2026, selling an estimated $35 and leaving 36 shares worth $640. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

True Wealth Design first reported a position in PBFS in Q3 2024 and has held it in 9 quarters since. The position peaked at $649 in Q2 2026. 15 funds tracked by Wall St. Rank hold PBFS as of Q3 2026.

  • True Wealth Design held 36 shares of Pioneer Bancorp worth $640 as of Q3 2026.
  • True Wealth Design sold 2 Pioneer Bancorp shares in Q3 2026, an estimated $35.
  • Pioneer Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2069 holding.
  • True Wealth Design first reported a position in Pioneer Bancorp in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Pioneer Bancorp position peaked at $649 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.