PDLB β€” PONCE FINANCIAL GROUP ORD

Ownership history in Operose Advisors LLC  Β·  4 quarters on record

AI Ownership Summary

Operose Advisors LLC reported PONCE FINANCIAL GROUP ORD (PDLB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows PDLB at 0.05% 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 Operose Advisors LLC's position in PONCE FINANCIAL GROUP ORD, 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 Operose Advisors LLC held PDLB β€” position size vs. price
% of Fund (quarterly)    PDLB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 12,000 β€” 0% 0.05% $196K 2026-02-14 (Est.) $16.54
2025 Q3 UNCHANGED 12,000 β€” 0% 0.04% $176K 2025-11-12 $15.85
2025 Q2 UNCHANGED 12,000 β€” 0% 0.05% $166K 2025-08-14 $14.72
2025 Q1 INITIATED 12,000 β€” β€” 0.05% $152K 2025-05-12 $13.75

FAQ About Operose Advisors 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 Operose Advisors LLC reported owning PDLB?

Operose Advisors LLC reported PDLB across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PDLB position in Operose Advisors LLC's portfolio?

The largest reported portfolio weight for PDLB was 0.05% in 2025 Q1.

What is the latest reported PDLB position on this page?

The most recent filing on this page is 2025 Q4, when Operose Advisors LLC reported 12,000 shares, equal to 0.05% of portfolio, with an estimated market value of $196K.

What does the chart on this PDLB ownership page compare?

The chart compares Operose Advisors 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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