IFP Advisors
PDLB icon

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
Q3 		$498 Hold
25
– – ﹤0.01% 4684
2026
Q2 		$498 Sell
25
-949
-97% -$17.3K ﹤0.01% 4684
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

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's PDLB Position: Q3 2026 in Review

IFP Advisors held its Ponce Financial Group (PDLB) position steady in Q3 2026 at 25 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #4684.

IFP Advisors first reported a position in PDLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3K in Q1 2026. 9 funds tracked by Wall St. Rank hold PDLB as of Q3 2026.

  • IFP Advisors held 25 shares of Ponce Financial Group worth $498 as of Q3 2026.
  • IFP Advisors left its Ponce Financial Group share count unchanged in Q3 2026.
  • Ponce Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4684 holding.
  • IFP Advisors first reported a position in Ponce Financial Group in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Ponce Financial Group position peaked at $16.3K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Ponce Financial Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.