PDLB — PONCE FINANCIAL GROUP ORD

Ownership history in Operose Advisors LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Operose Advisors LLC reported a position in PONCE FINANCIAL GROUP ORD (PDLB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q1)
Avg. % of fund
0.05%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 12,000 — 0% 0.05% $196K $16.35
2025 Q3 UNCHANGED 12,000 — 0% 0.04% $176K $14.70
2025 Q2 UNCHANGED 12,000 — 0% 0.05% $166K $13.84
2025 Q1 INITIATED 12,000 — — 0.05% $152K $12.67
% of Fund (quarterly)    PDLB price (monthly, adj. close)

Other funds also holding PDLB

As of 2025 Q4 — 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% BEESE FULMER INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.04% First Pacific Advisors, LP 3Y 7Y 0.04% American Capital Advisory, LLC 0.02% OCCUDO QUANTITATIVE STRATEGIES LP 3Y 0.01%
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