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 Q3	$239	Hold	12	–	–	﹤0.01%	2560
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

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's PDLB Position: Q3 2026 in Review

Essential Partners held its Ponce Financial Group (PDLB) position steady in Q3 2026 at 12 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Essential Partners first reported a position in PDLB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.4K in Q3 2025. 9 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

Essential Partners held 12 shares of Ponce Financial Group worth $239 as of Q3 2026.
Essential Partners left its Ponce Financial Group share count unchanged in Q3 2026.
Ponce Financial Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2560 holding.
Essential Partners first reported a position in Ponce Financial Group in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Ponce Financial Group position peaked at $1.4K in Q3 2025.
9 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.