PDLB β€” PDL CMNTY BANCORP

Ownership history in HRT FINANCIAL LP  Β·  4 quarters on record

This page tracks every 13F SEC filing in which HRT FINANCIAL LP reported a position in PDL CMNTY BANCORP (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.

πŸ” Peak position
0.01% (2023 Q1)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
4

Position Intelligence

HRT FINANCIAL LP Γ— PDLB AI Analytics

πŸ“ˆ HRT FINANCIAL LP outperformed the S&P 500 by +3.2% annually on this PDLB position. Timing score: 100% (3/3 decisions correct). Average cost basis: $8.37. Maximum drawdown during holding period: –24.0%.

πŸ“ˆ Position Alpha vs SPY
+3.2%
annualised excess return

βœ… Outperformed SPY on this position by 3.2% ann.
3 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$8.37
+75.6% vs current ($14.70)

Best entry: $7.85 (2023 Q1)  Β·  Worst: $9.79 (2021 Q2)

πŸ›‘οΈ Drawdown Resilience
–24.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    PDLB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,470 -43,609 -80.6% 0.00% $153K $14.70
2023 Q1 ADDED 54,079 +40,647 +302.6% 0.01% $424K $7.85
2021 Q3 REDUCED 13,432 -1,602 -10.7% 0.00% $194K $10.33
2021 Q2 INITIATED 15,034 β€” β€” 0.00% $205K $9.79

🏒 Other funds also holding PDLB

As of 2025 Q4 β€” sorted by position size

M3F, Inc. 3Y 7Y 8.33% WITTENBERG INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.4% MANGROVE PARTNERS IM, LLC 3Y 7Y 0.25% Stilwell Value LLC 3Y 7Y 0.18% Empirical Finance, LLC 3Y 7Y 0.16% Informed Momentum Co LLC 3Y 7Y 0.13% Operose Advisors LLC 3Y 0.05% BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.04% First Pacific Advisors, LP 3Y 7Y 0.04% American Capital Advisory, LLC 0.02%
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