Carson Wealth (CWM LLC)
PDLB icon

Carson Wealth (CWM LLC)’s Ponce Financial Group PDLB Stock Holding History

Carson Wealth (CWM LLC)’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 		$17.8K Buy
1,066
+75
+8% +$1.24K ﹤0.01% 4484
2025
Q4 		$16K Buy
991
+250
+34% +$3.85K ﹤0.01% 4302
2025
Q3 		$11K Buy
741
+367
+98% +$5.31K ﹤0.01% 4440
2025
Q2 		$5K Buy
374
+22
+6% +$284 ﹤0.01% 4635
2025
Q1 		$4K Buy
352
+39
+12% +$510 ﹤0.01% 4564
2024
Q4 		$4K Buy
313
+116
+59% +$1.42K ﹤0.01% 4347
2024
Q3 		$2K Buy
197
+66
+50% +$687 ﹤0.01% 4443
2024
Q2 		$1K Buy
131
+128
+4,267% +$1.11K ﹤0.01% 4449
2024
Q1 		$0 Buy
+3
New +$27 ﹤0.01% 4634

Other funds holding PDLB

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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

Carson Wealth (CWM LLC)'s PDLB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ponce Financial Group (PDLB) stake by 7.6% in Q1 2026, buying an estimated $1.24K and bringing the position to 1,066 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4484.

Carson Wealth (CWM LLC) first reported a position in PDLB in Q1 2024 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,066 shares of Ponce Financial Group worth $17.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 75 Ponce Financial Group shares in Q1 2026, an estimated $1.24K.
  • Ponce Financial Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4484 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ponce Financial Group in Q1 2024 and has held it in 9 quarters since.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.