PDLB β€” PONCE FINANCIAL GROUP INC

Ownership history in American Capital Advisory, LLC  Β·  7 quarters on record

AI Ownership Summary

American Capital Advisory, LLC reported PONCE FINANCIAL GROUP INC (PDLB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows PDLB at 0.02% 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.

What this PDLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Capital Advisory, LLC's position in PONCE FINANCIAL GROUP INC, 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
2025 Q4

PDLB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

How American Capital Advisory, LLC held PDLB β€” position size vs. price
% of Fund (quarterly)    PDLB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,800 β€” 0% 0.02% $46K 2026-02-14 (Est.) $16.54
2025 Q3 UNCHANGED 2,800 β€” 0% 0.02% $41K 2025-10-28 $14.58
2025 Q2 ADDED 2,800 +200 +7.7% 0.02% $39K 2025-08-05 $14.06
2025 Q1 ADDED 2,600 +100 +4.0% 0.02% $33K 2025-04-28 $12.81
2024 Q4 ADDED 2,500 +1,500 +150.0% 0.02% $32K 2025-01-28 $13.24
2024 Q3 UNCHANGED 1,000 β€” 0% 0.01% $12K 2024-10-30 $11.48
2024 Q2 INITIATED 1,000 β€” β€” 0.01% $10K 2024-07-29 $9.84

FAQ About American Capital Advisory, LLC and PDLB

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

How long has American Capital Advisory, LLC reported owning PDLB?

American Capital Advisory, LLC reported PDLB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PDLB position in American Capital Advisory, LLC's portfolio?

The largest reported portfolio weight for PDLB was 0.02% in 2025 Q4.

What is the latest reported PDLB position on this page?

The most recent filing on this page is 2025 Q4, when American Capital Advisory, LLC reported 2,800 shares, equal to 0.02% of portfolio, with an estimated market value of $46K.

What does the chart on this PDLB ownership page compare?

The chart compares American Capital Advisory, LLC's quarterly PDLB 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.

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