Creative Planning
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Creative Planning’s Ponce Financial Group PDLB Stock Holding History

Creative Planning’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 		$527K Buy
26,433
+2,272
+9% +$41.5K ﹤0.01% 3140
2026
Q1 		$404K Buy
24,161
+7,329
+44% +$121K ﹤0.01% 3187
2025
Q4 		$275K Buy
16,832
+2,991
+22% +$46.1K ﹤0.01% 3304
2025
Q3 		$203K Buy
13,841
+402
+3% +$5.82K ﹤0.01% 3471
2025
Q2 		$186K Sell
13,439
-103
-0.8% -$1.33K ﹤0.01% 3249
2025
Q1 		$172K Buy
+13,542
New +$177K ﹤0.01% 3127

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

Creative Planning's PDLB Position: Q2 2026 in Review

Creative Planning increased its Ponce Financial Group (PDLB) stake by 9.4% in Q2 2026, buying an estimated $41.5K and bringing the position to 26,433 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

Creative Planning first reported a position in PDLB in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Creative Planning held 26,433 shares of Ponce Financial Group worth $527K as of Q2 2026.
  • Creative Planning bought 2,272 Ponce Financial Group shares in Q2 2026, an estimated $41.5K.
  • Ponce Financial Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3140 holding.
  • Creative Planning first reported a position in Ponce Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.