Farther Finance Advisors’s Ponce Financial Group PDLB Stock Holding History

Farther Finance 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	$80	Buy	4 +1	+33%	+$18	﹤0.01%	5812
2026 Q1	$51	Buy	+3	New	+$49	﹤0.01%	5573

Other funds holding PDLB

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's PDLB Position: Q2 2026 in Review

Farther Finance Advisors increased its Ponce Financial Group (PDLB) stake by 33% in Q2 2026, buying an estimated $18 and bringing the position to 4 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #5812.

Farther Finance Advisors first reported a position in PDLB in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

Farther Finance Advisors held 4 shares of Ponce Financial Group worth $80 as of Q2 2026.
Farther Finance Advisors bought 1 Ponce Financial Group share in Q2 2026, an estimated $18.
Ponce Financial Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5812 holding.
Farther Finance Advisors first reported a position in Ponce Financial Group in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.