Vault-13

PIONEER BANCORP INC MD PBFS

COM · Common Stock · CUSIP 723561106

52 institutional holders +5 vs Q1 2024
6,344,2336.3m shares reported held*
24.4% of all shares outstanding*
$63.5mreported value*
6 new 17 added 15 reduced 3 sold out net sold ≈ $478.9k (-47.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($546.3k this quarter). Holder counts are more reliable. Shares outstanding: 26.0m as of 2024-05-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.01.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 39Q4 22: 44Q1 23: 43Q2 23: 45Q3 23: 42Q4 23: 43Q1 24: 47Q2 24: 5252Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202239
Q4 202244
Q1 202343
Q2 202345
Q3 202342
Q4 202343
Q1 202447
Q2 202452

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 25 bought or addedQ4 22: 10 cut or sold outQ4 22Q1 23: 16 bought or addedQ1 23: 18 cut or sold outQ2 23: 18 bought or addedQ2 23: 17 cut or sold outQ2 23Q3 23: 14 bought or addedQ3 23: 18 cut or sold outQ4 23: 21 bought or addedQ4 23: 10 cut or sold outQ4 23Q1 24: 23 bought or addedQ1 24: 12 cut or sold outQ2 24: 23 bought or addedQ2 24: 18 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222510
Q1 20231618
Q2 20231817
Q3 20231418
Q4 20232110
Q1 20242312
Q2 20242318

Biggest buyers

M3F, Inc. Added +194,955+195.0k
First Pacific Advisors, LP Added +114,346+114.3k
GEODE CAPITAL MANAGEMENT, LLC Added +23,961+24.0k
BlackRock Inc. Added +16,159+16.2k
DIMENSIONAL FUND ADVISORS LP Added +15,667+15.7k
GOLDMAN SACHS GROUP INC New +12,693+12.7k
JANE STREET GROUP, LLC New +12,366+12.4k
Tower Research Capital LLC (TRC) Added +11,881+11.9k
CITADEL ADVISORS LLC New +11,763+11.8k
LPL Financial LLC New +11,505+11.5k

Biggest sellers

FJ Capital Management LLC Reduced -237,200-237.2k
BHZ CAPITAL MANAGEMENT, LP Sold out -72,281-72.3k
MORGAN STANLEY Reduced -64,640-64.6k
Empowered Funds, LLC Reduced -47,011-47.0k
JPMORGAN CHASE & CO Reduced -27,082-27.1k
Brandywine Global Investment Management, LLC Reduced -13,900-13.9k
AMERICAN INTERNATIONAL GROUP, INC. Sold out -5,751-5.8k
UBS Group AG Reduced -5,580-5.6k
STATE STREET CORP Reduced -4,461-4.5k
BARCLAYS PLC Reduced -4,110-4.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
M3 PARTNERS LP 13G · passive investor -1.5 pts · filed 2025-11-14 7.5% -1.5 pts 1.9m≈ $32.2m 2025-11-14

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 1 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20241$46.8k0——
DateInsiderTradeSharesPrice ValueTheir holding
2024-06-13 Mahoney Shaun Director · By IRA Bought 4,500 $10.41 $46.8k4.5k shares new

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 M3F, Inc. 7.74% of their portfolio SALT LAKE CITY, UT 2,089,6872.1m $20.9m $20.9m 7.74% Added +195.0k +194,955
2 FJ Capital Management LLC 1.43% of their portfolio MCLEAN, VA 1,370,1591.4m $13.7m $13.7m 1.43% Reduced -237.2k -237,200
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 683,299683.3k $6.8m $6.8m 0.00% Reduced -394 -394
4 BlackRock Inc. 0.00% of their portfolio New York, NY 659,422659.4k $6.6m $6.6m 0.00% Added +16.2k +16,159
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 222,392222.4k $2.2m $2.2m 0.00% Added +24.0k +23,961
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 175,306175.3k $1.8m $1.8m 0.00% Reduced -4.5k -4,461
7 First Pacific Advisors, LP 0.02% of their portfolio EL SEGUNDO, CA 166,974167.0k $1.7m $1.7m 0.02% Added +114.3k +114,346
8 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 156,078156.1k $1.6m $1.6m 0.00% Added +2.4k +2,350
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio HOUSTON, TX 137,171137.2k $1.4m $1.4m 0.03% Added +3.8k +3,780
10 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 130,945130.9k $1.3m $1.3m 0.00% Added +15.7k +15,667
11 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 101,875101.9k $1.0m $1.0m 0.01% Reduced -13.9k -13,900
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 91,62491.6k $917.2k $917.2k 0.00% Added +2.1k +2,097
13 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 54,57154.6k $546.3k $546.3k 0.01% Reduced -47.0k -47,011
14 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 33,17233.2k $332.1k $332.1k 0.00% Added +1.2k +1,171
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 29,25129.3k $292.8k $292.8k 0.00% Unchanged
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 26,80026.8k $268.3k $268.3k 0.00% Reduced -64.6k -64,640
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,09619.1k $191.0k $191.0k 0.00% Added +835 +835
18 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 17,88117.9k $179.0k $179.0k 0.00% Reduced -2.9k -2,928
19 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 17,65917.7k $176.8k $176.8k 0.00% Added +298 +298
20 FAGAN ASSOCIATES, INC. 0.03% of their portfolio TROY, NY 17,00017.0k $170.2k $170.2k 0.03% Unchanged
21 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 15,88815.9k $159.0k $159.0k 0.00% Reduced -1.3k -1,344
22 Keeley-Teton Advisors, LLC 0.02% of their portfolio Chicago, IL 15,00015.0k $150.2k $150.2k 0.02% Unchanged
23 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 15,00015.0k $150.2k $150.2k 0.00% Unchanged
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 12,69312.7k $127.1k $127.1k 0.00% New
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,36612.4k $123.8k $123.8k 0.00% New
26 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 12,19012.2k $122.0k $122.0k 0.00% Added +11.9k +11,881
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,76311.8k $117.7k $117.7k 0.00% New
28 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 11,50511.5k $115.2k $115.2k 0.00% New
29 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 11,47011.5k $114.8k $114.8k 0.00% Reduced -1.4k -1,389
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,36011.4k $113.7k $113.7k 0.00% Added +1.0k +1,044
31 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 10,96711.0k $109.8k $109.8k 0.00% Unchanged
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,48610.5k $105.0k $105.0k 0.00% Reduced -27.1k -27,082
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,5766.6k $65.8k $65.8k 0.00% Reduced -5.6k -5,580
34 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 6,5086.5k $65.1k $65.1k 0.00% First filing
35 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 6,2656.3k $62.7k $62.7k 0.00% First filing
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,1176.1k $61.2k $61.2k 0.00% Added +2.0k +2,022
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,0005.0k $50.0k $50.0k 0.00% Unchanged
38 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,9984.0k $40.0k $40.0k 0.00% Reduced -24 -24
39 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,9914.0k $40.0k $40.0k 0.00% Reduced -4.1k -4,110
40 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,6933.7k $37.0k $37.0k 0.00% Added +427 +427
41 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,0001.0k $10.0k $10.0k 0.00% New
42 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0001.0k $10.4k $10.4k 0.00% Unchanged
43 Legal & General Group Plc 0.00% of their portfolio London, X0 923923 $9.2k $9.2k 0.00% Unchanged
44 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 918918 $9.2k $9.2k 0.00% Unchanged
45 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 844844 $8.4k $8.4k 0.00% Reduced -329 -329
46 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 400400 $4.0k $4.0k 0.00% Unchanged
47 FMR LLC 0.00% of their portfolio BOSTON, MA 191191 $1.9k $1.9k 0.00% Added +35 +35
48 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 127127 $1.3k $1.3k 0.00% New
49 CWM, LLC 0.00% of their portfolio OMAHA, NE 123123 $1.0k $1.0k 0.00% Added +118 +118
50 Covestor Ltd 0.00% of their portfolio LONDON, X0 5555 $1.0k $1.0k 0.00% Reduced -18 -18
51 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 2525 $250 $250 0.00% Unchanged
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged