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Allworth Financial’s Ponce Financial Group PDLB Stock Holding History

Allworth Financial’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 		$552 Buy
+33
New +$544 ﹤0.01% 4714
2025
Q4 		– Sell
-1
Closed -$15 – 5217
2025
Q3 		$15 Hold
1
– – ﹤0.01% 4843
2025
Q2 		$14 Buy
+1
New +$13 ﹤0.01% 4537

Other funds holding PDLB

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T. Rowe Price Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Allworth Financial's PDLB Position: Q1 2026 in Review

Allworth Financial opened a new position in Ponce Financial Group (PDLB) in Q1 2026: 33 shares worth $552. The stake represents ﹤0.01% of the portfolio and ranks #4714 among its holdings. This is a return to the name: Allworth Financial previously reported a position in PDLB as recently as Q3 2025.

Allworth Financial first reported a position in PDLB in Q2 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Allworth Financial held 33 shares of Ponce Financial Group worth $552 as of Q1 2026.
  • Ponce Financial Group was a new Allworth Financial position in Q1 2026.
  • Ponce Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4714 holding.
  • Allworth Financial first reported a position in Ponce Financial Group in Q2 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.