Stilwell Value’s Ponce Financial Group PDLB Stock Holding History

Stilwell Value’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 Q1	$334K	Hold	20,000	–	–	0.2%	20
2025 Q4	$327K	Hold	20,000	–	–	0.18%	19
2025 Q3	$294K	Hold	20,000	–	–	0.13%	25
2025 Q2	$277K	Sell	20,000 -10,000	-33%	-$129K	0.13%	24
2025 Q1	$380K	Hold	30,000	–	–	0.2%	23
2024 Q4	$390K	Hold	30,000	–	–	0.2%	24
2024 Q3	$351K	Hold	30,000	–	–	0.17%	26
2024 Q2	$274K	Hold	30,000	–	–	0.14%	26
2024 Q1	$267K	Hold	30,000	–	–	0.14%	28
2023 Q4	$293K	Hold	30,000	–	–	0.15%	26
2023 Q3	$235K	Hold	30,000	–	–	0.13%	32
2023 Q2	$261K	Hold	30,000	–	–	0.15%	32
2023 Q1	$236K	Hold	30,000	–	–	0.13%	33
2022 Q4	$280K	Hold	30,000	–	–	0.21%	34
2022 Q3	$275K	Hold	30,000	–	–	0.2%	29
2022 Q2	$277K	Hold	30,000	–	–	0.19%	31
2022 Q1	$311K	Buy	+30,000	New	+$318K	0.21%	32

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Stilwell Value's PDLB Position: Q1 2026 in Review

Stilwell Value held its Ponce Financial Group (PDLB) position steady in Q1 2026 at 20,000 shares worth $334K. The position accounts for 0.2% of the portfolio, ranked #20.

Stilwell Value first reported a position in PDLB in Q1 2022 and has held it in 17 quarters since. The position peaked at $390K in Q4 2024. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

Stilwell Value held 20,000 shares of Ponce Financial Group worth $334K as of Q1 2026.
Stilwell Value left its Ponce Financial Group share count unchanged in Q1 2026.
Ponce Financial Group made up 0.2% of Stilwell Value's portfolio in Q1 2026, its #20 holding.
Stilwell Value first reported a position in Ponce Financial Group in Q1 2022 and has held it in 17 quarters since.
Stilwell Value's Ponce Financial Group position peaked at $390K in Q4 2024.
91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Stilwell Value's 13F filing for Q1 2026, filed 6 May 2026.