Pioneer Bancorp Inc (PBFS) Ownership

9.15 ↑0.16 (1.78%)

As of May 3, 2024, 3:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

M3F, Inc. is the biggest individual institutional holder of Pioneer Bancorp Inc (PBFS), owning a total of 1.8 million shares. Combined, the top 25 institutional holders of PBFS own 24.58% of the company with a total of 6.4 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of PBFS by 167 thousand shares. 13 institutions bought 241,799 total additional shares and increased their ownership by an average of 15.78%. However 3 institutions sold 74,621 total shares and decreased their ownership by an average of 14.38%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Pioneer Bancorp increased by a net total of 167,178 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
M3F, Inc.	6.965%	3.418%	1,809,350	59,800	2023-12-31
BlackRock Inc	2.625%	10.243%	681,829	63,352	2023-12-31
Vanguard Group Inc	2.616%	0.534%	679,666	3,608	2023-12-31
Geode Capital Management, LLC	0.729%	6.456%	189,424	11,487	2023-12-31
State Street Corporation	0.691%	-20.289%	179,458	-45,678	2023-12-31
AllianceBernstein L.P.	0.591%	0.000%	153,508	0	2023-12-31
Bridgeway Capital Management, LLC	0.499%	3.370%	129,574	4,224	2023-12-31
BHZ Capital Management, LP.	0.459%	34.946%	119,326	30,901	2023-12-31
Brandywine Global Investment Mgmt LLC	0.446%	-16.877%	115,775	-23,507	2023-12-31
Dimensional Fund Advisors, Inc.	0.428%	32.017%	111,186	26,965	2023-12-31
Northern Trust Corp	0.330%	-5.961%	85,752	-5,436	2023-12-31
Empowered Funds, LLC	0.181%	9.881%	46,974	4,224	2023-12-31
Morgan Stanley - Brokerage Accounts	0.143%	64.722%	37,046	14,556	2023-12-31
Bank of New York Mellon Corp	0.131%	0.000%	34,062	0	2023-12-31
Charles Schwab Investment Management Inc	0.113%	0.000%	29,251	0	2023-12-31
Royal Bank of Canada	0.083%	8.126%	21,582	1,622	2023-12-31
Nuveen Asset Management, LLC	0.068%	0.074%	17,579	13	2023-12-31
Fagan Associates Inc	0.065%	0.000%	17,000	17,000	2023-12-31
Bank of America Corp	0.065%	31.328%	16,965	4,047	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
M3F, Inc.	6.965%	3.418%	1,809,350	59,800	2023-12-31
FJ Capital Management LLC	6.917%	-7.138%	1,796,807	-138,124	2023-09-30
BlackRock Inc	2.625%	10.243%	681,829	63,352	2023-12-31
Vanguard Group Inc	2.616%	0.534%	679,666	3,608	2023-12-31
Geode Capital Management, LLC	0.729%	6.456%	189,424	11,487	2023-12-31
State Street Corporation	0.691%	-20.289%	179,458	-45,678	2023-12-31
AllianceBernstein L.P.	0.591%	0.000%	153,508	0	2023-12-31
Bridgeway Capital Management, LLC	0.499%	3.370%	129,574	4,224	2023-12-31
BHZ Capital Management, LP.	0.459%	34.946%	119,326	30,901	2023-12-31
Brandywine Global Investment Mgmt LLC	0.446%	-16.877%	115,775	-23,507	2023-12-31
Dimensional Fund Advisors, Inc.	0.428%	32.017%	111,186	26,965	2023-12-31
Northern Trust Corp	0.330%	-5.961%	85,752	-5,436	2023-12-31
BOOTHBAY FUND MANAGEMENT, LLC	0.230%	-10.745%	59,835	-7,203	2022-06-30
Empowered Funds, LLC	0.181%	9.881%	46,974	4,224	2023-12-31
Morgan Stanley - Brokerage Accounts	0.143%	64.722%	37,046	14,556	2023-12-31
Bank of New York Mellon Corp	0.131%	0.000%	34,062	0	2023-12-31
Charles Schwab Investment Management Inc	0.113%	0.000%	29,251	0	2023-12-31
Royal Bank of Canada	0.083%	8.126%	21,582	1,622	2023-12-31
Nuveen Asset Management, LLC	0.068%	0.074%	17,579	13	2023-12-31
Fagan Associates Inc	0.065%	0.000%	17,000	17,000	2023-12-31
Bank of America Corp	0.065%	31.328%	16,965	4,047	2023-12-31
Rhumbline Advisers	0.065%	-0.280%	16,754	-47	2023-09-30
Advisor Group Holdings, Inc.	0.058%	0.000%	15,063	0	2023-09-30
Keeley-Teton Advisors, LLC	0.058%	0.000%	15,000	0	2022-12-31
JPMorgan Chase & Co	0.024%	-15.868%	6,214	-1,172	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Pioneer Bancorp Inc (PBFS), owning a total of 497 thousand shares. Combined, the top 31 mutual fund holders of PBFS own 9.73% of the company with a total of 2.5 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of PBFS by 3 thousand shares. 1 funds bought 1,359 total additional shares and increased their ownership by an average of 3.21%. However 1 funds sold 4,798 total shares and decreased their ownership by an average of 16.68%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Pioneer Bancorp decreased by a net total of -3,439 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	0.412%	0.000%	106,991	0	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.174%	0.000%	45,110	0	2024-03-31
Vanguard Russell 2000 ETF	0.168%	3.206%	43,748	1,359	2024-03-31
State St Russell Sm Cap® Indx SL Cl I	0.165%	0.000%	42,802	0	2024-03-31
Schwab Small Cap Index	0.102%	0.000%	26,534	0	2024-03-31
Russell 2000 Index Non-Lendable Fund E	0.092%	-16.684%	23,961	-4,798	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.915%	0.000%	497,336	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	1.472%	0.000%	382,436	0	2023-03-31
iShares Russell 2000 ETF	1.146%	0.048%	297,618	144	2024-03-28
iShares Russell 2000 Value ETF	0.464%	-0.063%	120,606	-76	2024-03-28
Vanguard Institutional Extnd Mkt Idx Tr	0.412%	0.000%	106,991	0	2024-03-31
Vanguard Extended Market Index Investor	0.412%	0.000%	106,991	0	2023-08-31
Fidelity Small Cap Index	0.369%	0.000%	95,804	0	2024-01-31
Fidelity® Small Cap Index	0.348%	0.835%	90,490	749	2023-10-31
Bridgeway Omni Small-Cap Value	0.318%	0.000%	82,600	0	2023-12-31
Bridgeway Omni Small-Cap Value N	0.318%	0.000%	82,600	0	2023-12-31
EA Bridgeway Omni Small-Cap Value ETF	0.196%	0.000%	50,791	0	2024-03-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.174%	0.000%	45,110	0	2024-03-31
Vanguard Russell 2000 ETF	0.168%	3.206%	43,748	1,359	2024-03-31
Fidelity Extended Market Index	0.167%	-0.481%	43,440	-210	2024-02-29
State St Russell Sm Cap® Indx SL Cl I	0.165%	0.000%	42,802	0	2024-03-31
State St Russell Sm Cap® Indx NL Cl C	0.165%	0.000%	42,802	0	2023-09-30
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.154%	0.000%	40,000	40,000	2022-12-31
Fidelity® Extended Market Index	0.148%	0.000%	38,505	0	2023-11-30
NT R2000 Value Index Fund - NL	0.118%	-16.014%	30,770	-5,867	2023-12-31
NT R2000 Index Fund - NL	0.118%	-15.904%	30,552	-5,778	2023-12-31
DFA US Core Equity 2 I	0.109%	0.000%	28,260	0	2024-02-29
Schwab Small Cap Index	0.102%	0.000%	26,534	0	2024-03-31
iShares Micro-Cap ETF	0.100%	3.663%	26,037	920	2024-03-28
Auer Growth	0.096%	0.000%	25,000	25,000	2023-10-31
NT R2000 Index Fund - DC - NL - 2	0.093%	-16.226%	24,060	-4,660	2023-12-31
Russell 2000 Index Non-Lendable Fund E	0.092%	-16.684%	23,961	-4,798	2024-03-31
NT R2000 Value Index Fund - L	0.085%	1.053%	22,167	231	2023-12-31
Northern Trust Russell 2000 Value Index	0.085%	1.053%	22,167	231	2023-12-31
iShares Russell 2000 Small-Cap Idx Instl	0.077%	0.000%	20,117	0	2022-11-30
EQ/2000 Managed Volatility IB	0.071%	0.000%	18,430	0	2022-12-31
Fidelity® Total Market Index	0.070%	0.000%	18,130	0	2022-10-31