New Positions
8 managers initiated
Top five by reported value
Pioneer Bancorp Inc NASDAQ NMS - GLOBAL MARKET:PBFS
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
8 new25 added42 reduced6 exited
Total Institutional Holders
75
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$8.8M
Largest QoQ Increase
M3F, Inc.
+149,773 sh
Largest QoQ Decrease
JANE STREET GROUP, LLC
-22,261 sh
New Positions(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS ASSET MANAGEMENT AMERICAS INC | 567 | +567 | $7.6K | +$7.6K | — |
| Godfrey Financial Associates, Inc. | 288 | +288 | $3.9K | +$3.9K | — |
| IFP Advisors, Inc | 108 | +108 | $1.4K | +$1.4K | — |
| Allworth Financial LP | 48 | +48 | $648 | +$648 | — |
| OPTIMA CAPITAL LLC | 40 | +40 | $539 | +$539 | — |
| Bare Financial Services, Inc | 36 | +36 | $485 | +$485 | — |
| MAI Capital Management | 1 | +1 | $14 | +$14 | — |
| SJS Investment Consulting Inc. | 1 | +1 | $14 | +$14 | — |
Added To(25)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 652,470 | +15,197 | $8.8M | +$472.5K | 2.4% |
| BlackRock, Inc. | 615,347 | +4,723 | $8.3M | +$320.1K | 0.8% |
| ALLIANCEBERNSTEIN L.P. | 488,256 | +6,779 | $6.6M | +$293.6K | 1.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 252,872 | +155 | $3.4M | +$108.2K | 0.1% |
| AQR CAPITAL MANAGEMENT LLC | 37,956 | +5,486 | $511.6K | +$87.6K | 16.9% |
| GOLDMAN SACHS GROUP INC | 34,212 | +5,265 | $461.2K | +$83.1K | 18.2% |
| BANK OF AMERICA CORP /DE/ | 10,674 | +5,306 | $143.9K | +$73.8K | 98.8% |
| WELLS FARGO & COMPANY/MN | 13,344 | +3,717 | $179.9K | +$54.1K | 38.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 795 | +45 | $62.7K | +$52.9K | 6.0% |
| MORGAN STANLEY | 33,057 | +1,805 | $445.6K | +$37.5K | 5.8% |
| Russell Investments Group, Ltd. | 6,176 | +2,131 | $83.3K | +$30.4K | 52.7% |
| DEUTSCHE BANK AG\ | 9,359 | +2,011 | $126.2K | +$30.2K | 27.4% |
| Gator Capital Management, LLC | 42,100 | +500 | $567.5K | +$24.2K | 1.2% |
| Tripletail Wealth Management, LLC | 25,012 | +23,322 | $1.7K | -$20.3K | 1380.0% |
| BARCLAYS PLC | 21,220 | +3,068 | $255.3K | +$18.2K | 16.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31,270 | +271 | $421.5K | +$16.7K | 0.9% |
| CAPTRUST FINANCIAL ADVISORS | 16,868 | +107 | $227.4K | +$8.5K | 0.6% |
| BNP PARIBAS ARBITRAGE, SNC | 2,483 | +300 | $33.5K | +$5.0K | 13.7% |
| M3F, Inc. | 2,033,854 | +149,773 | $27.4K | +$2.8K | 7.9% |
| Farther Finance Advisors, LLC | 6,016 | +16 | $81.1K | +$2.7K | 0.3% |
| FMR LLC | 257 | +45 | $3.5K | +$695 | 21.2% |
| EverSource Wealth Advisors, LLC | 101 | +8 | $1.4K | +$147 | 8.6% |
| PNC Financial Services Group, Inc. | 41 | +6 | $553 | +$96 | 17.1% |
| ROTHSCHILD INVESTMENT LLC | 7 | +6 | $94 | +$81 | 600.0% |
| CWM, LLC | 2,880 | +270 | $39 | +$5 | 10.3% |
Reduced(42)
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 0 | -22,261 | $0 | -$290.7K | — |
| PANAGORA ASSET MANAGEMENT INC | 0 | -10,274 | $0 | -$134.2K | — |
| SRS Capital Advisors, Inc. | 0 | -1,632 | $0 | -$21.3K | — |
| Marquette Asset Management, LLC | 0 | -193 | $0 | -$2.5K | — |
| Breakwater Investment Management | 0 | -38 | $0 | -$497 | — |
| Clearstead Advisors, LLC | 0 | -31 | $0 | -$405 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 652,470 | $8.8M | +15,197 | 2.4% |
| BlackRock, Inc. | 615,347 | $8.3M | +4,723 | 0.8% |
| ALLIANCEBERNSTEIN L.P. | 488,256 | $6.6M | +6,779 | 1.4% |
| Private Capital Management, LLC | 362,433 | $4.9M | -3,020 | -0.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 252,872 | $3.4M | +155 | 0.1% |
| DIMENSIONAL FUND ADVISORS LP | 216,055 | $2.9M | -1,111 | -0.5% |
| STATE STREET CORP | 180,702 | $2.4M | -680 | -0.4% |
| First Pacific Advisors, LP | 166,974 | $2.3M | 0 | 0.0% |
| NORTHERN TRUST CORP | 77,058 | $1.0M | -7,178 | -8.5% |
| Empowered Funds, LLC | 75,147 | $1.0M | 0 | 0.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75,147 | $1.0M | 0 | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 73,979 | $997.2K | -13,781 | -15.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 52,740 | $710.9K | 0 | 0.0% |
| Gator Capital Management, LLC | 42,100 | $567.5K | +500 | 1.2% |
| AQR CAPITAL MANAGEMENT LLC | 37,956 | $511.6K | +5,486 | 16.9% |
| GOLDMAN SACHS GROUP INC | 34,212 | $461.2K | +5,265 | 18.2% |
| MORGAN STANLEY | 33,057 | $445.6K | +1,805 | 5.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31,270 | $421.5K | +271 | 0.9% |
| MARTINGALE ASSET MANAGEMENT L P | 29,432 | $396.7K | -9 | -0.0% |
| Bank of New York Mellon Corp | 27,464 | $370.2K | -1,514 | -5.2% |
New & Closed Positions this quarter
Closed Positions
6 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for PBFS against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.