AAP
PDLB icon

Arax Advisory Partners’s Ponce Financial Group PDLB Stock Holding History

Arax Advisory Partners’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
2025
Q4 		– Sell
-179
Closed -$2.63K – 4423
2025
Q3 		$2.63K Buy
+179
New +$2.59K ﹤0.01% 3044

Other funds holding PDLB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arax Advisory Partners's PDLB Position: Q4 2025 in Review

Arax Advisory Partners sold out of Ponce Financial Group (PDLB) in Q4 2025, closing a stake of 179 shares — an estimated $2.63K sold.

Arax Advisory Partners first reported a position in PDLB in Q3 2025 and held it in 1 quarter. The position peaked at $2.63K in Q3 2025. 81 funds tracked by Wall St. Rank hold PDLB as of Q4 2025.

  • Arax Advisory Partners reported no remaining Ponce Financial Group position as of Q4 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 179 Ponce Financial Group shares in Q4 2025, an estimated $2.63K.
  • Arax Advisory Partners first reported a position in Ponce Financial Group in Q3 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Ponce Financial Group position peaked at $2.63K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Ponce Financial Group as of Q4 2025.

Based on Arax Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.