Sign inStart free

Financials · Savings Institutions, Not Federally Chartered

PBFS Pioneer Bancorp, Inc./MD SEC Filings & Insider Trading Activity 2026

company
CIK 176966351 filings
Russell 2000
Follow PBFS for alertsAsk AI about PBFS

PBFS at a glance

Pioneer Bancorp, Inc./MD (PBFS, SEC CIK 1769663) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended December 31, 2025 (FY2025), Pioneer Bancorp, Inc./MD (PBFS) reported revenue of $15.8 million (up 5.8% from FY2024) and net income of $20.3 million. Diluted EPS was $0.83.
  • As of June 30, 2026, 18 institutional investment managers tracked by SignalX reported holding Pioneer Bancorp, Inc./MD (PBFS) shares worth $32.9 million in 13F-HR filings.
  • The most recent insider open-market sale reported on Form 4 was by Tomczak Jesse on December 12, 2025 of 96 shares at $14.61 per share.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2025
$15.8M
+5.8% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
18 funds
$32.9M · +0 vs prior quarter
Latest 8-K
Aug 10, 2026
Item 2.01

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jun 30, 2026

Management Discussion & Analysis

  • Net interest income $22.853M vs $19.608M YoY
  • Net interest margin 4.30% vs 4.13% YoY
  • Loans best-performing earning asset: interest $27.820M vs $22.332M YoY
  • $144.1M Targeted Lending acquisition, including $43.8M cash consideration
  • Headwinds: inflation, interest rates, credit losses, funding access, real estate conditions, and regional-bank sentiment

AI summary of the PBFS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K

AI 8-K Current Report Analysis

The most recent material events, by 8-K item

Filed Aug 10, 2026Full analysis →

Item 2.01: Completion of Acquisition or Disposition of Assets

  • Amendment adds pro forma financial information for the completed acquisition
  • Pro forma results are informational and not representative of actual combined historical performance

Item EX-99.1: Item EX-99.1

  • Targeted Lending generated $2.6M net income in 2025, up from $1.6M, supporting Pioneer’s acquisition of a profitable equipment-finance platform
  • Loan receivables surged to $104.2M from $58.7M, while net loans reached $102.5M, signaling rapid portfolio expansion
Filed Jul 30, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Earnings release covers financial results for the three and six months ended June 30, 2026
  • Exhibit 99.1 contains the detailed results and management commentary

Item EX-99.1: Item EX-99.1

  • Q2 net income fell to $3.5M, or $0.14 per share, from $6.5M and $0.26 despite stronger net interest income
  • Net interest income rose 16.5% to $22.9M and margin expanded 17 basis points to 4.30%
Filed Jul 29, 2026Full analysis →

Item 8.01: Other Events

  • Pioneer acquired The College Advisor of New York, expanding beyond traditional banking into college planning services
  • Newly launched College Advising Division integrates admissions guidance with families’ college financing strategies

Item EX-99.1: Item EX-99.1

  • Acquisition launches Pioneer’s College Advising Division, expanding beyond traditional banking under its More Than a Bank strategy
  • Dr. Dean Skarlis becomes Vice President of College Advising, with his existing team continuing operations

AI summaries of PBFS 8-K current reports filed with the SEC. What 8-K item codes mean

SignalX for PBFS

Don't miss the next PBFS filing

  • Alerts as it files. A push when PBFS files an 8-K or an insider trades.
  • Fund moves. Which tracked funds opened, added or cut PBFS, by share count.
  • Ask anything. An AI agent that reads every PBFS filing and answers with sources.
Follow PBFS for alertsAsk AI about PBFS
Compare plans →

PBFS alerts on your phone. Follow it in the SignalX Android app.

Get it on Google Play

Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Keegan Michael T.AAug 18, 2026-
Keegan Michael T.AAug 18, 2026-
Hollister Susan MIJun 1, 2026$16.09
Signor ThomasFMay 21, 2026$14.97
Hollister Susan MFMay 21, 2026$14.97
Tomczak JesseFMay 21, 2026$14.97
Tomczak JesseSellDec 12, 2025$14.61
Tomczak JesseSellDec 12, 2025$14.60
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2023FY2024FY2025
Profitability
Revenue$13.0M$15.0M$15.8M
Net Income$21.9M$15.3M$20.3M
Net Margin169.1%102.1%128.3%
Balance Sheet
Total Assets$1.9B$2.0B$2.2B
Equity$266.7M$304.6M$323.9M
ROE8.2%5.0%6.3%
Per Share
EPS$0.87$0.61$0.83
Cash Flow
Operating CF$26.3M$23.8M$11.1M
CapEx$451K--

Source: XBRL data in Pioneer Bancorp, Inc./MD (PBFS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate PBFS share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
PBFS shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202618$32.9M
Q1 202618$26.7M
Q4 202518$27.1M
Q3 202518$26.3M
Q2 202519$25.3M
Q1 202516$17.7M
Q4 202410$16.1M
Q3 20248$6.2M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 125 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

PBFS filing archive

AI analysis pages for each 10-K, 10-Q and 8-K

Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4

FormFiling dateAnalysisSEC
4Aug 19, 2026--
8-KAug 10, 2026Analysis-
10-QAug 10, 2026Analysis
8-KJul 30, 2026Analysis-
8-KJul 29, 2026Analysis-
8-KJul 23, 2026Analysis-
4Jun 29, 2026--
4Jun 29, 2026--
4Jun 29, 2026--
4Jun 2, 2026-
8-KMay 20, 2026Analysis
10-QMay 11, 2026Analysis
8-KApr 30, 2026Analysis-
8-KApr 28, 2026Analysis-
8-KApr 22, 2026Analysis-
10-KMar 12, 2026-
8-KJan 30, 2026-
8-KDec 22, 2025-
8-KDec 17, 2025-
4Dec 15, 2025-
4Dec 15, 2025-
8-KDec 11, 2025-
10-QNov 7, 2025Analysis
10-QAug 8, 2025-
10-QMay 9, 2025-

Related Financials companies

All Financials →

PBFS SEC filings: frequently asked questions

Which institutions hold PBFS stock?

As of June 30, 2026, the largest Pioneer Bancorp, Inc./MD (PBFS) holders among the 13F filers tracked by SignalX were BlackRock ($10.8 million), Vanguard Capital Management LLC ($8.3 million), Dimensional Fund Advisors ($3.8 million), State Street Corp ($3.1 million), Northern Trust ($1.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was PBFS's revenue in fiscal year 2025?

For the fiscal year ended December 31, 2025 (FY2025), Pioneer Bancorp, Inc./MD (PBFS) reported revenue of $15.8 million (up 5.8% from FY2024) and net income of $20.3 million. Diluted EPS was $0.83. The figures come from the XBRL data in the 10-K.

What did PBFS report in its latest 8-K?

Pioneer Bancorp, Inc./MD (PBFS) filed an 8-K on August 10, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets). Amendment adds pro forma financial information for the completed acquisition.

What are the latest PBFS SEC filings?

Pioneer Bancorp, Inc./MD (PBFS) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on August 19, 2026.

What is PBFS's SEC CIK number?

Pioneer Bancorp, Inc./MD (PBFS)'s SEC Central Index Key (CIK) is 1769663. EDGAR lists every PBFS filing under that number.

Ask anything about PBFS

The research agent reads PBFS's filings, financials, insider trades and 13F holders, then answers with sources.

Start free