Beese Fulmer Investment Management’s Ponce Financial Group PDLB Stock Holding History

Beese Fulmer Investment Management’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	$808K	Buy	40,535 +2	+0%	+$37	0.05%	176
2026 Q1	$677K	Sell	40,533 -2	-0%	-$33	0.04%	184
2025 Q4	$663K	Sell	40,535 -837	-2%	-$12.9K	0.04%	172
2025 Q3	$608K	Sell	41,372 -3,553	-8%	-$51.4K	0.04%	171
2025 Q2	$622K	Sell	44,925 -632	-1%	-$8.15K	0.05%	163
2025 Q1	$577K	Hold	45,557	–	–	0.05%	143
2024 Q4	$592K	Hold	45,557	–	–	0.05%	140
2024 Q3	$533K	Hold	45,557	–	–	0.05%	150
2024 Q2	$416K	Sell	45,557 -2,929	-6%	-$25.4K	0.04%	162
2024 Q1	$432K	Sell	48,486 -488	-1%	-$4.37K	0.04%	155
2023 Q4	$478K	Hold	48,974	–	–	0.05%	151
2023 Q3	$383K	Hold	48,974	–	–	0.04%	161
2023 Q2	$426K	Hold	48,974	–	–	0.05%	157
2023 Q1	$384K	Sell	48,974 -17,000	-26%	-$154K	0.04%	167
2022 Q4	$615K	Hold	65,974	–	–	0.07%	140
2022 Q3	$604K	Hold	65,974	–	–	0.08%	133
2022 Q2	$610K	Buy	+65,974	New	+$641K	0.08%	135
2022 Q1	–	Sell	-15,974	Closed	-$168K	–	239
2021 Q4	$168K	Hold	15,974	–	–	0.02%	242
2021 Q3	$166K	Hold	15,974	–	–	0.02%	236
2021 Q2	$156K	Buy	+15,974	New	+$140K	0.02%	230
2020 Q3	–	Sell	-7,534	Closed	-$55K	–	439
2020 Q2	$55K	Buy	+7,534	New	+$49.4K	0.01%	314
2019 Q4	–	Sell	-27,469	Closed	-$277K	–	210
2019 Q3	$277K	Hold	27,469	–	–	0.04%	169
2019 Q2	$281K	Hold	27,469	–	–	0.05%	141
2019 Q1	$275K	Hold	27,469	–	–	0.05%	139
2018 Q4	$251K	Hold	27,469	–	–	0.06%	139
2018 Q3	$298K	Hold	27,469	–	–	0.06%	134
2018 Q2	$309K	Hold	27,469	–	–	0.06%	130
2018 Q1	$288K	Buy	+27,469	New	+$293K	0.06%	138

Other funds holding PDLB

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 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

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beese Fulmer Investment Management's PDLB Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Ponce Financial Group (PDLB) stake by 0% in Q2 2026, buying an estimated $37 and bringing the position to 40,535 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #176.

Beese Fulmer Investment Management first reported a position in PDLB in Q1 2018 and has held it in 28 quarters since. 14 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

Beese Fulmer Investment Management held 40,535 shares of Ponce Financial Group worth $808K as of Q2 2026.
Beese Fulmer Investment Management bought 2 Ponce Financial Group shares in Q2 2026, an estimated $37.
Ponce Financial Group made up 0.05% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #176 holding.
Beese Fulmer Investment Management first reported a position in Ponce Financial Group in Q1 2018 and has held it in 28 quarters since.
14 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.