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American Capital Advisory’s Ponce Financial Group PDLB Stock Holding History

American Capital Advisory’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.9K Sell
1,400
-1,400
-50% -$25.6K 0.01% 273
2026
Q1 		$46.8K Hold
2,800
– – 0.02% 208
2025
Q4 		$45.8K Hold
2,800
– – 0.02% 211
2025
Q3 		$41.2K Hold
2,800
– – 0.02% 210
2025
Q2 		$38.8K Buy
2,800
+200
+8% +$2.58K 0.02% 202
2025
Q1 		$32.9K Buy
2,600
+100
+4% +$1.31K 0.02% 220
2024
Q4 		$32.5K Buy
2,500
+1,500
+150% +$18.4K 0.02% 214
2024
Q3 		$11.7K Hold
1,000
– – 0.01% 282
2024
Q2 		$9.76K Buy
+1,000
New +$8.67K 0.01% 260
2024
Q1 		– Sell
-1,000
Closed -$9.76K – 500
2023
Q4 		$9.76K Buy
+1,000
New +$8.63K 0.01% 260

Other funds holding PDLB

BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

American Capital Advisory's PDLB Position: Q2 2026 in Review

American Capital Advisory reduced its Ponce Financial Group (PDLB) stake by 50% in Q2 2026, selling an estimated $25.6K and leaving 1,400 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #273.

American Capital Advisory first reported a position in PDLB in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.8K in Q1 2026. 15 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • American Capital Advisory held 1,400 shares of Ponce Financial Group worth $27.9K as of Q2 2026.
  • American Capital Advisory sold 1,400 Ponce Financial Group shares in Q2 2026, an estimated $25.6K.
  • Ponce Financial Group made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #273 holding.
  • American Capital Advisory first reported a position in Ponce Financial Group in Q4 2023 and has held it in 10 quarters since.
  • American Capital Advisory's Ponce Financial Group position peaked at $46.8K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.