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Fourthstone LLC’s Ponce Financial Group PDLB Stock Holding History

Fourthstone LLC’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
Q1 		– Sell
-67,983
Closed -$884K – 87
2024
Q4 		$884K Buy
+67,983
New +$834K 0.17% 52
2023
Q1 		– Sell
-23,330
Closed -$217K – 45
2022
Q4 		$217K Buy
+23,330
New +$222K 0.06% 47

Other funds holding PDLB

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T. Rowe Price Investment Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Fourthstone LLC's PDLB Position: Q1 2025 in Review

Fourthstone LLC sold out of Ponce Financial Group (PDLB) in Q1 2025, closing a stake of 67,983 shares — an estimated $884K sold.

Fourthstone LLC first reported a position in PDLB in Q4 2022 and held it in 2 quarters. The position peaked at $884K in Q4 2024. 73 funds tracked by Wall St. Rank hold PDLB as of Q1 2025.

  • Fourthstone LLC reported no remaining Ponce Financial Group position as of Q1 2025 after selling out during the quarter.
  • Fourthstone LLC sold 67,983 Ponce Financial Group shares in Q1 2025, an estimated $884K.
  • Fourthstone LLC first reported a position in Ponce Financial Group in Q4 2022 and held it in 2 quarters.
  • Fourthstone LLC's Ponce Financial Group position peaked at $884K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2025.

Based on Fourthstone LLC's 13F filing for Q1 2025, filed 14 May 2025.