Pioneer Trust Bank N A/or
Pioneer Trust Bank, National Association is a locally owned and operated independent community bank headquartered in Salem, Oregon. Established in 1924, the bank provides a comprehensive range of financial and investment services, including commercial and personal banking, trust administration, investment management, and mortgage lending. With a workforce of about 72 employees, Pioneer Trust Bank serves individuals, families, and businesses primarily in the Willamette Valley. The bank is recognized for its personalized customer service, community focus, and century-long commitment to financial stability and growth for local clients.
Investment Strategy
Pioneer Trust Bank adopts a relationship-driven investment management approach, working closely with clients to create tailored asset management programs and financial solutions adapted to individual goals and circumstances. Their investment strategy emphasizes long-term stability, prudent risk management, and serving the unique needs of the local community, particularly small businesses and individuals. They focus on commercial lending, trust management, and diversified portfolio creation, consistently aligning investment decisions with clients’ best interests and the well-being of the communities they serve.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp Com | 8.70% | $34.1M | 68,517 | $67.99 | $497.41 | +$7.9M |
A AAPL | Apple Inc | 6.23% | $24.4M | 118,981 | $26.60 | $205.17 | -$1.7M |
B BRK-B | Berkshire Hathaway Inc Com Cl B | 6.21% | $24.3M | 50,078 | $136.71 | $485.77 | -$2.7M |
S SPY | SPDR S&P 500 ETF | 5.08% | $19.9M | 32,203 | $471.92 | $617.85 | +$1.3M |
O ORCL | Oracle Corp Com | 4.48% | $17.6M | 80,341 | $339.09 | $218.63 | +$6.3M |