Fidelity Investments
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Fidelity Investments’s Ponce Financial Group PDLB Stock Holding History

Fidelity Investments’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 		$58.3K Buy
2,926
+25
+0.9% +$507 ﹤0.01% 4276
2026
Q2 		$57.9K Buy
2,901
+1,949
+205% +$35.6K ﹤0.01% 4249
2026
Q1 		$15.9K Buy
952
+43
+5% +$709 ﹤0.01% 4606
2025
Q4 		$14.9K Sell
909
-120
-12% -$1.85K ﹤0.01% 4591
2025
Q3 		$15.1K Buy
1,029
+3
+0.3% +$43 ﹤0.01% 4469
2025
Q2 		$14.2K Buy
1,026
+5
+0.5% +$64 ﹤0.01% 4413
2025
Q1 		$12.9K Sell
1,021
-329
-24% -$4.3K ﹤0.01% 4400
2024
Q4 		$17.6K Sell
1,350
-23
-2% -$282 ﹤0.01% 4235
2024
Q3 		$16K Buy
1,373
+211
+18% +$2.2K ﹤0.01% 4272
2024
Q2 		$10.6K Buy
1,162
+126
+12% +$1.09K ﹤0.01% 4312
2024
Q1 		$9.22K Sell
1,036
-89
-8% -$797 ﹤0.01% 4307
2023
Q4 		$11K Sell
1,125
-207
-16% -$1.79K ﹤0.01% 4215
2023
Q3 		$10.4K Buy
1,332
+735
+123% +$6.3K ﹤0.01% 4100
2023
Q2 		$5.19K Buy
597
+27
+5% +$211 ﹤0.01% 4357
2023
Q1 		$4.48K Buy
570
+229
+67% +$2.07K ﹤0.01% 4422
2022
Q4 		$3.18K Hold
341
– – ﹤0.01% 4388
2022
Q3 		$3.12K Hold
341
– – ﹤0.01% 4469
2022
Q2 		$3.15K Hold
341
– – ﹤0.01% 4457
2022
Q1 		$3.54K Buy
+341
New +$3.62K ﹤0.01% 4535

Other funds holding PDLB

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fidelity Investments's PDLB Position: Q3 2026 in Review

Fidelity Investments increased its Ponce Financial Group (PDLB) stake by 0.86% in Q3 2026, buying an estimated $507 and bringing the position to 2,926 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4276.

Fidelity Investments first reported a position in PDLB in Q1 2022 and has held it in 19 quarters since. 44 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

  • Fidelity Investments held 2,926 shares of Ponce Financial Group worth $58.3K as of Q3 2026.
  • Fidelity Investments bought 25 Ponce Financial Group shares in Q3 2026, an estimated $507.
  • Ponce Financial Group made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #4276 holding.
  • Fidelity Investments first reported a position in Ponce Financial Group in Q1 2022 and has held it in 19 quarters since.
  • 44 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.