Amalgamated Bank’s Ponce Financial Group PDLB Stock Holding History

Amalgamated Bank’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	–	Sell	-618	Closed	-$10K	–	2491
2025 Q4	$10K	Sell	618 -72	-10%	-$1.11K	﹤0.01%	2427
2025 Q3	$10K	Hold	690	–	–	﹤0.01%	2478
2025 Q2	$10K	Hold	690	–	–	﹤0.01%	2440
2025 Q1	$9K	Hold	690	–	–	﹤0.01%	2438
2024 Q4	$9K	Hold	690	–	–	﹤0.01%	2490
2024 Q3	$8K	Hold	690	–	–	﹤0.01%	2569
2024 Q2	$6K	Hold	690	–	–	﹤0.01%	2707
2024 Q1	$6K	Sell	690 -1,095	-61%	-$9.8K	﹤0.01%	2664
2023 Q4	$17K	Sell	1,785 -205	-10%	-$1.77K	﹤0.01%	2723
2023 Q3	$16K	Hold	1,990	–	–	﹤0.01%	2755
2023 Q2	$17K	Buy	+1,990	New	+$15.5K	﹤0.01%	2816

Other funds holding PDLB

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Amalgamated Bank's PDLB Position: Q1 2026 in Review

Amalgamated Bank sold out of Ponce Financial Group (PDLB) in Q1 2026, closing a stake of 618 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in PDLB in Q2 2023 and held it in 11 quarters. The position peaked at $17K in Q4 2023. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

Amalgamated Bank reported no remaining Ponce Financial Group position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 618 Ponce Financial Group shares in Q1 2026, an estimated $10K.
Amalgamated Bank first reported a position in Ponce Financial Group in Q2 2023 and held it in 11 quarters.
Amalgamated Bank's Ponce Financial Group position peaked at $17K in Q4 2023.
91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.