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Empowered Funds’s Ponce Financial Group PDLB Stock Holding History

Empowered Funds’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
2024
Q3 		– Sell
-10,088
Closed -$92.2K – 1438
2024
Q2 		$92.2K Buy
+10,088
New +$87.5K ﹤0.01% 1343
2024
Q1 		– Sell
-15,919
Closed -$155K – 1425
2023
Q4 		$155K Buy
15,919
+1,344
+9% +$11.6K ﹤0.01% 1226
2023
Q3 		$114K Buy
14,575
+1,106
+8% +$9.48K ﹤0.01% 1185
2023
Q2 		$117K Buy
+13,469
New +$105K ﹤0.01% 1101

Other funds holding PDLB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Empowered Funds's PDLB Position: Q3 2024 in Review

Empowered Funds sold out of Ponce Financial Group (PDLB) in Q3 2024, closing a stake of 10,088 shares — an estimated $92.2K sold.

Empowered Funds first reported a position in PDLB in Q2 2023 and held it in 4 quarters. The position peaked at $155K in Q4 2023. 62 funds tracked by Wall St. Rank hold PDLB as of Q3 2024.

  • Empowered Funds reported no remaining Ponce Financial Group position as of Q3 2024 after selling out during the quarter.
  • Empowered Funds sold 10,088 Ponce Financial Group shares in Q3 2024, an estimated $92.2K.
  • Empowered Funds first reported a position in Ponce Financial Group in Q2 2023 and held it in 4 quarters.
  • Empowered Funds's Ponce Financial Group position peaked at $155K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2024.

Based on Empowered Funds's 13F filing for Q3 2024, filed 6 Nov 2024.