Wittenberg Investment Management’s Ponce Financial Group PDLB Stock Holding History

Wittenberg 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	$913K	Sell	45,806 -18,411	-29%	-$337K	0.31%	44
2026 Q1	$1.07M	Hold	64,217	–	–	0.4%	41
2025 Q4	$1.05M	Hold	64,217	–	–	0.4%	39
2025 Q3	$944K	Hold	64,217	–	–	0.37%	39
2025 Q2	$889K	Hold	64,217	–	–	0.39%	40
2025 Q1	$814K	Hold	64,217	–	–	0.37%	37
2024 Q4	$835K	Sell	64,217 -41,100	-39%	-$504K	0.33%	42
2024 Q3	$1.23M	Hold	105,317	–	–	0.4%	39
2024 Q2	$963K	Hold	105,317	–	–	0.33%	43
2024 Q1	$937K	Hold	105,317	–	–	0.32%	45
2023 Q4	$1.03M	Hold	105,317	–	–	0.36%	43
2023 Q3	$824K	Buy	105,317 +16,600	+19%	+$142K	0.3%	49
2023 Q2	$771K	Buy	88,717 +68,107	+330%	+$532K	0.28%	48
2023 Q1	$162K	Buy	+20,610	New	+$187K	0.06%	77

Other funds holding PDLB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wittenberg Investment Management's PDLB Position: Q2 2026 in Review

Wittenberg Investment Management reduced its Ponce Financial Group (PDLB) stake by 29% in Q2 2026, selling an estimated $337K and leaving 45,806 shares worth $913K. The position accounts for 0.31% of the portfolio, ranked #44.

Wittenberg Investment Management first reported a position in PDLB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q3 2024. 87 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

Wittenberg Investment Management held 45,806 shares of Ponce Financial Group worth $913K as of Q2 2026.
Wittenberg Investment Management sold 18,411 Ponce Financial Group shares in Q2 2026, an estimated $337K.
Ponce Financial Group made up 0.31% of Wittenberg Investment Management's portfolio in Q2 2026, its #44 holding.
Wittenberg Investment Management first reported a position in Ponce Financial Group in Q1 2023 and has held it in 14 quarters since.
Wittenberg Investment Management's Ponce Financial Group position peaked at $1.23M in Q3 2024.
87 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Wittenberg Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.