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Covestor’s Ponce Financial Group PDLB Stock Holding History

Covestor’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 		$1K Sell
35
-112
-76% -$1.85K ﹤0.01% 2117
2025
Q4 		$2K Sell
147
-37
-20% -$570 ﹤0.01% 1943
2025
Q3 		$3K Sell
184
-8
-4% -$116 ﹤0.01% 1895
2025
Q2 		$3K Sell
192
-9
-4% -$116 ﹤0.01% 1800
2025
Q1 		$3K Sell
201
-110
-35% -$1.44K ﹤0.01% 1799
2024
Q4 		$4K Buy
311
+182
+141% +$2.23K ﹤0.01% 1767
2024
Q3 		$2K Buy
129
+9
+8% +$94 ﹤0.01% 1845
2024
Q2 		$1K Buy
120
+39
+48% +$338 ﹤0.01% 2089
2024
Q1 		$1K Buy
+81
New +$725 ﹤0.01% 2070

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

Covestor's PDLB Position: Q1 2026 in Review

Covestor reduced its Ponce Financial Group (PDLB) stake by 76% in Q1 2026, selling an estimated $1.85K and leaving 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Covestor first reported a position in PDLB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4K in Q4 2024. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Covestor held 35 shares of Ponce Financial Group worth $1K as of Q1 2026.
  • Covestor sold 112 Ponce Financial Group shares in Q1 2026, an estimated $1.85K.
  • Ponce Financial Group made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2117 holding.
  • Covestor first reported a position in Ponce Financial Group in Q1 2024 and has held it in 9 quarters since.
  • Covestor's Ponce Financial Group position peaked at $4K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.