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EverSource Wealth Advisors’s Ponce Financial Group PDLB Stock Holding History

EverSource Wealth Advisors’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 		$558 Buy
28
+13
+87% +$238 ﹤0.01% 4106
2026
Q1 		$251 Buy
15
+7
+88% +$115 ﹤0.01% 4177
2025
Q4 		$131 Buy
8
+2
+33% +$31 ﹤0.01% 4075
2025
Q3 		$88 Buy
+6
New +$87 ﹤0.01% 4212

Other funds holding PDLB

BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's PDLB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Ponce Financial Group (PDLB) stake by 87% in Q2 2026, buying an estimated $238 and bringing the position to 28 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #4106.

EverSource Wealth Advisors first reported a position in PDLB in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • EverSource Wealth Advisors held 28 shares of Ponce Financial Group worth $558 as of Q2 2026.
  • EverSource Wealth Advisors bought 13 Ponce Financial Group shares in Q2 2026, an estimated $238.
  • Ponce Financial Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4106 holding.
  • EverSource Wealth Advisors first reported a position in Ponce Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.