Campbell & Co Investment Adviser’s Ponce Financial Group PDLB Stock Holding History

Campbell & Co Investment Adviser’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
2025 Q2	–	Sell	-17,730	Closed	-$225K	–	1386
2025 Q1	$225K	Buy	17,730 +1	+0%	+$13	0.02%	919
2024 Q4	$230K	Sell	17,729 -10,609	-37%	-$130K	0.02%	925
2024 Q3	$331K	Buy	+28,338	New	+$295K	0.02%	863
2024 Q2	–	Sell	-15,955	Closed	-$142K	–	1278
2024 Q1	$142K	Buy	+15,955	New	+$143K	0.01%	1042

Other funds holding PDLB

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Campbell & Co Investment Adviser's PDLB Position: Q2 2025 in Review

Campbell & Co Investment Adviser sold out of Ponce Financial Group (PDLB) in Q2 2025, closing a stake of 17,730 shares — an estimated $225K sold.

Campbell & Co Investment Adviser first reported a position in PDLB in Q1 2024 and held it in 4 quarters. The position peaked at $331K in Q3 2024. 75 funds tracked by Wall St. Rank hold PDLB as of Q2 2025.

Campbell & Co Investment Adviser reported no remaining Ponce Financial Group position as of Q2 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 17,730 Ponce Financial Group shares in Q2 2025, an estimated $225K.
Campbell & Co Investment Adviser first reported a position in Ponce Financial Group in Q1 2024 and held it in 4 quarters.
Campbell & Co Investment Adviser's Ponce Financial Group position peaked at $331K in Q3 2024.
75 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2025, filed 7 Aug 2025.