BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in PDLB — Ponce Financial Group, Inc.
CIK 911274
CANTON, OH
Position in PDLB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$808,267
+$130,961 QoQ
Shares Held
40,535
+0.0% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#26
of 87 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PDLB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,020,699 across 27 Banks - Regional names. PDLB ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
361,330 | $5,275,418 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
277,169 | $4,914,206 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
156,384 | $4,413,156 | |
| 4 | FITB |
Fifth Third Bancorp
|
29,430 | $1,658,969 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
5,882 | $1,448,266 | |
| 6 | KEY |
Keycorp /New/
|
57,709 | $1,330,192 | |
| 7 | TFC |
Truist Financial Corp
|
18,289 | $911,157 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
This page
|
40,535 | $808,267 |
All Filings in PDLB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,267 | 40,535 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $677,306 | 40,533 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $662,747 | 40,535 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $608,168 | 41,372 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $621,762 | 44,925 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $577,207 | 45,557 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $592,241 | 45,557 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $532,561 | 45,557 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $416,390 | 45,557 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $431,525 | 48,486 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $477,986 | 48,974 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $382,976 | 48,974 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $425,584 | 48,974 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $384,445 | 48,974 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $614,877 | 65,974 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $604,321 | 65,974 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $609,599 | 65,974 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||