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Essential Partners’s Ponce Financial Group PDLB Stock Holding History

Essential Partners’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 		$239 Sell
12
-28
-70% -$512 ﹤0.01% 2614
2026
Q1 		$668 Hold
40
– – ﹤0.01% 2350
2025
Q4 		$654 Sell
40
-55
-58% -$847 ﹤0.01% 2157
2025
Q3 		$1.4K Buy
95
+91
+2,275% +$1.32K ﹤0.01% 1922
2025
Q2 		$55 Buy
+4
New +$52 ﹤0.01% 2143

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

Essential Partners's PDLB Position: Q2 2026 in Review

Essential Partners reduced its Ponce Financial Group (PDLB) stake by 70% in Q2 2026, selling an estimated $512 and leaving 12 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Essential Partners first reported a position in PDLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4K in Q3 2025. 87 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Essential Partners held 12 shares of Ponce Financial Group worth $239 as of Q2 2026.
  • Essential Partners sold 28 Ponce Financial Group shares in Q2 2026, an estimated $512.
  • Ponce Financial Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2614 holding.
  • Essential Partners first reported a position in Ponce Financial Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Ponce Financial Group position peaked at $1.4K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.