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 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

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

Wittenberg Investment Management's PDLB Position: Q1 2026 in Review

Wittenberg Investment Management held its Ponce Financial Group (PDLB) position steady in Q1 2026 at 64,217 shares worth $1.07M. The position accounts for 0.4% of the portfolio, ranked #41.

Wittenberg Investment Management first reported a position in PDLB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q3 2024. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

Wittenberg Investment Management held 64,217 shares of Ponce Financial Group worth $1.07M as of Q1 2026.
Wittenberg Investment Management left its Ponce Financial Group share count unchanged in Q1 2026.
Ponce Financial Group made up 0.4% of Wittenberg Investment Management's portfolio in Q1 2026, its #41 holding.
Wittenberg Investment Management first reported a position in Ponce Financial Group in Q1 2023 and has held it in 13 quarters since.
Wittenberg Investment Management's Ponce Financial Group position peaked at $1.23M in Q3 2024.
91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.