Allworth Financial’s Ponce Financial Group PDLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.63K Buy
132
+99
+300% +$1.81K ﹤0.01% 4397
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

Allworth Financial's PDLB Position: Q2 2026 in Review

Allworth Financial increased its Ponce Financial Group (PDLB) stake by 300% in Q2 2026, buying an estimated $1.81K and bringing the position to 132 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4397.

Allworth Financial first reported a position in PDLB in Q2 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Allworth Financial held 132 shares of Ponce Financial Group worth $2.63K as of Q2 2026.
  • Allworth Financial bought 99 Ponce Financial Group shares in Q2 2026, an estimated $1.81K.
  • Ponce Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4397 holding.
  • Allworth Financial first reported a position in Ponce Financial Group in Q2 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.