Ponce Finl Group shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Ponce Finl Group (PDLB) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Ponce Finl Group
Tip: Access up to 7 years of quarterly data
All positions including Ponce Finl Group held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ponce Finl Group by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25k | 1.7k | 14.70 |
| 2025-06-30 | $23k | 1.7k | 13.84 |
| 2025-03-31 | $21k | 1.7k | 12.67 |
| 2024-12-31 | $22k | 1.7k | 13.00 |
| 2024-09-30 | $20k | 1.7k | 11.69 |
| 2024-06-30 | $15k | 1.7k | 9.14 |
| 2024-03-31 | $15k | 1.7k | 8.90 |
| 2023-12-31 | $17k | 1.7k | 9.76 |
| 2023-09-30 | $13k | 1.7k | 7.82 |
| 2023-06-30 | $15k | 1.7k | 8.69 |
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