Ownership history in First Pacific Advisors, LP Β· 14 quarters on record
This page tracks every 13F SEC filing in which First Pacific Advisors, LP reported a position in PONCE FINANCIAL GROUP INC (PDLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π First Pacific Advisors, LP underperformed the S&P 500 by β1.2% annually on this PDLB position. Timing score: 67% (2/3 decisions correct). Average cost basis: $8.99. Maximum drawdown during holding period: β16.1%.
β οΈ Trailed SPY by 1.2% ann. on this position.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $7.85 (2023 Q1) Β· Worst: $9.32 (2022 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. Bought during 1 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size