STATE STREET CORP PDLB PDL COMMUNITY BANCORP

Ownership history in STATE STREET CORP  ·  33 quarters on record

AI Ownership Summary

STATE STREET CORP reported PDL COMMUNITY BANCORP (PDLB) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows PDLB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STATE STREET CORP's position in PDL COMMUNITY BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PDLB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STATE STREET CORP held PDLB — position size vs. price
% of Fund (quarterly)    PDLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 380,812 +41,893 +12.4% 0.00% $7.6M 2026-08-07 $20.07
2026 Q1 ADDED 338,919 +3,459 +1.0% 0.00% $5.7M 2026-05-15 $17.50
2025 Q4 ADDED 335,460 +203 +0.1% 0.00% $5.5M 2026-02-13 $16.54
2025 Q3 REDUCED 335,257 -5,244 -1.5% 0.00% $4.9M 2025-11-14 $15.65
2025 Q2 ADDED 340,501 +41,514 +13.9% 0.00% $4.7M 2025-08-14 $14.72
2025 Q1 ADDED 298,987 +22,379 +8.1% 0.00% $3.8M 2025-05-15 $13.92
2024 Q4 REDUCED 276,608 -8,856 -3.1% 0.00% $3.6M 2025-02-14 $13.46
2024 Q3 REDUCED 285,464 -164 -0.1% 0.00% $3.3M 2024-11-14 $12.78
2024 Q2 ADDED 285,628 +3,428 +1.2% 0.00% $2.6M 2024-08-14 $10.24
2024 Q1 ADDED 282,200 +22,704 +8.7% 0.00% $2.5M 2024-05-15 $8.72
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STATE STREET CORP and PDLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has STATE STREET CORP reported owning PDLB?

STATE STREET CORP reported PDLB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PDLB position in STATE STREET CORP's portfolio?

The largest reported portfolio weight for PDLB was 0.00% in 2026 Q2.

What is the latest reported PDLB position on this page?

The most recent filing on this page is 2026 Q2, when STATE STREET CORP reported 380,812 shares, equal to 0.00% of portfolio, with an estimated market value of $7.6M.

What does the chart on this PDLB ownership page compare?

The chart compares STATE STREET CORP's quarterly PDLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STATE STREET CORP time their PDLB position?

Based on 13F filing dates vs. subsequent PDLB price moves, STATE STREET CORP correctly timed 12 out of 29 reported position changes (41%). The annualised alpha on PDLB relative to SPY over the holding period was -5.9%.

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