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IFP Advisors’s Ponce Financial Group PDLB Stock Holding History

IFP 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 		$498 Sell
25
-949
-97% -$17.3K ﹤0.01% 4686
2026
Q1 		$16.3K Buy
974
+962
+8,017% +$15.9K ﹤0.01% 2885
2025
Q4 		$196 Buy
12
+3
+33% +$46 ﹤0.01% 4481
2025
Q3 		$132 Buy
+9
New +$130 ﹤0.01% 4491
2025
Q2 		– Sell
-1
Closed -$13 – 4534
2025
Q1 		$13 Hold
1
– – ﹤0.01% 4210
2024
Q4 		$13 Buy
+1
New +$12 ﹤0.01% 4509

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors's PDLB Position: Q2 2026 in Review

IFP Advisors reduced its Ponce Financial Group (PDLB) stake by 97% in Q2 2026, selling an estimated $17.3K and leaving 25 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #4686.

IFP Advisors first reported a position in PDLB in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3K in Q1 2026. 15 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • IFP Advisors held 25 shares of Ponce Financial Group worth $498 as of Q2 2026.
  • IFP Advisors sold 949 Ponce Financial Group shares in Q2 2026, an estimated $17.3K.
  • Ponce Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4686 holding.
  • IFP Advisors first reported a position in Ponce Financial Group in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's Ponce Financial Group position peaked at $16.3K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.