Integrated Wealth Concepts’s Ponce Financial Group PDLB Stock Holding History

Integrated Wealth Concepts’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	$2.49K	Buy	+125	New	+$2.29K	﹤0.01%	5287

Other funds holding PDLB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Integrated Wealth Concepts's PDLB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ponce Financial Group (PDLB) in Q2 2026: 125 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #5287 among its holdings.

87 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

Integrated Wealth Concepts held 125 shares of Ponce Financial Group worth $2.49K as of Q2 2026.
Ponce Financial Group was a new Integrated Wealth Concepts position in Q2 2026.
Ponce Financial Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5287 holding.
87 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.