C
PDLB icon

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
Q2 		$1K Buy
57
+22
+63% +$402 ﹤0.01% 2286
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Covestor's PDLB Position: Q2 2026 in Review

Covestor increased its Ponce Financial Group (PDLB) stake by 63% in Q2 2026, buying an estimated $402 and bringing the position to 57 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Covestor first reported a position in PDLB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4K in Q4 2024. 86 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Covestor held 57 shares of Ponce Financial Group worth $1K as of Q2 2026.
  • Covestor bought 22 Ponce Financial Group shares in Q2 2026, an estimated $402.
  • Ponce Financial Group made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2286 holding.
  • Covestor first reported a position in Ponce Financial Group in Q1 2024 and has held it in 10 quarters since.
  • Covestor's Ponce Financial Group position peaked at $4K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.