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James T. Borello RIA’s Pioneer Bancorp PBFS Stock Holding History

James T. Borello RIA’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 		$18 Buy
+1
New +$18 ﹤0.01% 1280

Other funds holding PBFS

ET
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
EP
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

James T. Borello RIA's PBFS Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Pioneer Bancorp (PBFS) in Q3 2026: 1 share worth $18. The stake represents ﹤0.01% of the portfolio and ranks #1280 among its holdings.

9 funds tracked by Wall St. Rank hold PBFS as of Q3 2026.

  • James T. Borello RIA held 1 share of Pioneer Bancorp worth $18 as of Q3 2026.
  • Pioneer Bancorp was a new James T. Borello RIA position in Q3 2026.
  • Pioneer Bancorp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1280 holding.
  • 9 funds tracked by Wall St. Rank held Pioneer Bancorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.