First Trust Advisors
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First Trust Advisors’s Ponce Financial Group PDLB Stock Holding History

First Trust 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
2025
Q4 		– Sell
-13,241
Closed -$195K – 2696
2025
Q3 		$195K Sell
13,241
-2,094
-14% -$30.3K ﹤0.01% 2507
2025
Q2 		$212K Buy
15,335
+912
+6% +$11.8K ﹤0.01% 2508
2025
Q1 		$183K Buy
14,423
+797
+6% +$10.4K ﹤0.01% 2470
2024
Q4 		$177K Buy
+13,626
New +$167K ﹤0.01% 2489
2022
Q3 		– Sell
-10,480
Closed -$97K – 2579
2022
Q2 		$97K Buy
+10,480
New +$102K ﹤0.01% 2460

Other funds holding PDLB

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MI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors's PDLB Position: Q4 2025 in Review

First Trust Advisors sold out of Ponce Financial Group (PDLB) in Q4 2025, closing a stake of 13,241 shares — an estimated $195K sold.

First Trust Advisors first reported a position in PDLB in Q2 2022 and held it in 5 quarters. The position peaked at $212K in Q2 2025. 81 funds tracked by Wall St. Rank hold PDLB as of Q4 2025.

  • First Trust Advisors reported no remaining Ponce Financial Group position as of Q4 2025 after selling out during the quarter.
  • First Trust Advisors sold 13,241 Ponce Financial Group shares in Q4 2025, an estimated $195K.
  • First Trust Advisors first reported a position in Ponce Financial Group in Q2 2022 and held it in 5 quarters.
  • First Trust Advisors's Ponce Financial Group position peaked at $212K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Ponce Financial Group as of Q4 2025.

Based on First Trust Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.