As of the latest SEC filings, Pioneer Bancorp, Inc./MD (PBFS) is held by 94 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $5,612,864.16 in market value, representing a significant portion of its portfolio.
Funds holding Pioneer Bancorp, Inc./MD (PBFS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PBFS
- CIK:
- 0001769663
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,612,864.16 | 403,223 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $3,862,883.52 | 277,506 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,521,163.68 | 109,279 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,456,782.02 | 102,374 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,399,001.76 | 100,503 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.05% | $1,046,046.24 | 75,147 | Mar 31, 2026 | Jun 1, 2026 |
|
VFPIX
Private Capital Management Value Fund
|
MF | Independent / Boutique | 1.20% | $818,082.70 | 57,490 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $775,725.47 | 54,977 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $736,612.55 | 52,205 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $483,763.08 | 33,996 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $456,071.50 | 32,050 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $436,562.17 | 30,679 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $412,798.07 | 29,009 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $390,984.96 | 28,088 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $341,107.33 | 23,971 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $284,302.08 | 20,424 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $280,658.29 | 19,723 | Apr 30, 2026 | Jun 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $256,900.77 | 18,207 | Feb 28, 2026 | Apr 24, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.00% | $223,736.16 | 16,073 | Mar 31, 2026 | May 26, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $214,104.58 | 15,046 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $206,669.17 | 14,647 | Feb 28, 2026 | Apr 24, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $199,250.88 | 14,314 | Mar 31, 2026 | May 26, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $198,400.71 | 14,061 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $178,358.82 | 12,534 | Apr 30, 2026 | Jun 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $172,621.92 | 12,401 | Mar 31, 2026 | May 26, 2026 |
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