Empowered Funds, LLC PBFS — PIONEER BANCORP INC MD

Ownership history in Empowered Funds, LLC  ·  12 quarters on record

AI Ownership Summary

Empowered Funds, LLC reported PIONEER BANCORP INC MD (PBFS) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows PBFS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PBFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empowered Funds, LLC's position in PIONEER BANCORP INC MD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBFS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBFS stock page Empowered Funds, LLC fund profile Empowered Funds, LLC full holdings
How Empowered Funds, LLC held PBFS — position size vs. price
% of Fund (quarterly)    PBFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 75,147 — 0% 0.01% $1.0M 2026-05-15 $14.72
2025 Q4 UNCHANGED — — — 75,147 — 0% 0.01% $1.0M 2026-02-11 $14.52
2025 Q3 ADDED — — — 75,147 +3,365 +4.7% 0.01% $981K 2025-11-13 $13.43
2025 Q2 ADDED — — — 71,782 +6,663 +10.2% 0.01% $864K 2025-08-11 $12.49
2025 Q1 ADDED — — — 65,119 +4,955 +8.2% 0.01% $763K 2025-05-16 $11.82
2024 Q4 ADDED — — — 60,164 +2,779 +4.8% 0.01% $693K 2025-01-28 $11.60
2024 Q3 ADDED — — — 57,385 +2,814 +5.2% 0.01% $630K 2024-11-06 $11.15
2024 Q2 ADDED — — — 54,571 +3,780 +7.4% 0.01% $546K 2024-07-30 $11.15
2024 Q1 ADDED — — — 50,791 +3,817 +8.1% 0.01% $498K 2024-05-06 $8.80
2023 Q4 ADDED — — — 46,974 +4,224 +9.9% 0.01% $470K 2024-02-14 $9.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PBFS

As of 2026 Q1 — sorted by position size

M3F, Inc. 3Y 7Y 7.15% Private Capital Management, LLC 3Y 7Y 0.49% FLYWHEEL PRIVATE WEALTH LLC 0.32% Gator Capital Management, LLC 3Y 7Y 0.13% First Pacific Advisors, LP 3Y 7Y 0.03% Tripletail Wealth Management, LLC 0.03% FAGAN ASSOCIATES, INC. 3Y 7Y 0.03% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.02% MARTINGALE ASSET MANAGEMENT L P 3Y 7Y 0.01% Godfrey Financial Associates, Inc. 0.0%

FAQ About Empowered Funds, LLC and PBFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empowered Funds, LLC reported owning PBFS?

Empowered Funds, LLC reported PBFS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PBFS position in Empowered Funds, LLC's portfolio?

The largest reported portfolio weight for PBFS was 0.01% in 2023 Q4.

What is the latest reported PBFS position on this page?

The most recent filing on this page is 2026 Q1, when Empowered Funds, LLC reported 75,147 shares, equal to 0.01% of portfolio, with an estimated market value of $1.0M.

What does the chart on this PBFS ownership page compare?

The chart compares Empowered Funds, LLC's quarterly PBFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Empowered Funds, LLC time their PBFS position?

Based on 13F filing dates vs. subsequent PBFS price moves, Empowered Funds, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on PBFS relative to SPY over the holding period was -3.4%.

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