Clearstead Advisors’s Ponce Financial Group PDLB Stock Holding History

Clearstead Advisors’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 Q3	$20	Buy	+1	New	+$20	﹤0.01%	3430

Other funds holding PDLB

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Clearstead Advisors's PDLB Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Ponce Financial Group (PDLB) in Q3 2026: 1 share worth $20. The stake represents ﹤0.01% of the portfolio and ranks #3430 among its holdings.

40 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

Clearstead Advisors held 1 share of Ponce Financial Group worth $20 as of Q3 2026.
Ponce Financial Group was a new Clearstead Advisors position in Q3 2026.
Ponce Financial Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3430 holding.
40 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.