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
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

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

Creative Planning's PDLB Position: Q1 2026 in Review

Creative Planning increased its Ponce Financial Group (PDLB) stake by 44% in Q1 2026, buying an estimated $121K and bringing the position to 24,161 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #3187.

Creative Planning first reported a position in PDLB in Q1 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold PDLB as of Q1 2026.

  • Creative Planning held 24,161 shares of Ponce Financial Group worth $404K as of Q1 2026.
  • Creative Planning bought 7,329 Ponce Financial Group shares in Q1 2026, an estimated $121K.
  • Ponce Financial Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3187 holding.
  • Creative Planning first reported a position in Ponce Financial Group in Q1 2025 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.