Filing Research | PBFS - PIONEER BANCORP INC MD Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	FLYWHEEL PRIVATE WEALTH LLC	Shares	40.0KSH	$682.8K
2	EQUITABLE TRUST CO	Shares	20.9KSH	$356.6K
3	Sequoia Financial Advisors, LLC	Shares	11.0KSH	$188.5K
4	Farther Finance Advisors, LLC	Shares	6.0KSH	$102.7K
5	Police & Firemen's Retirement System of New Jersey	Shares	2.6KSH	$44.9K
6	EverSource Wealth Advisors, LLC	Shares	103SH	$1.8K
7	IFP Advisors, Inc	Shares	73SH	$1.2K
8	True Wealth Design, LLC	Shares	38SH	$649
9	GAMMA Investing LLC	Shares	25SH	$427
10	SJS Investment Consulting Inc.	Shares	1SH	$18
11	SBI Securities Co., Ltd.	Shares	1SH	$17

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	EQUITABLE TRUST CO new	Shares	+20.9K	+$356.6K	$356.6K
2	FLYWHEEL PRIVATE WEALTH LLC unchanged	Shares	0	+$126.0K	$682.8K
3	Sequoia Financial Advisors, LLC added	Shares	+18	+$35.0K	$188.5K
4	Farther Finance Advisors, LLC trimmed	Shares	-84	+$19.1K	$102.7K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$8.3K	$44.9K
6	IFP Advisors, Inc added	Shares	+10	+$369	$1.2K
7	EverSource Wealth Advisors, LLC trimmed	Shares	-4	+$269	$1.8K
8	True Wealth Design, LLC trimmed	Shares	-2	+$92	$649
9	GAMMA Investing LLC unchanged	Shares	0	+$79	$427
10	SJS Investment Consulting Inc. unchanged	Shares	0	+$4	$18
11	SBI Securities Co., Ltd. unchanged	Shares	0	+$3	$17

Filing Research | PBFS - PIONEER BANCORP INC MD Institutional Holdings