Invesco
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Invesco’s Ponce Financial Group PDLB Stock Holding History

Invesco’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 		$248K Buy
12,461
+1,879
+18% +$34.4K ﹤0.01% 3506
2026
Q1 		$177K Sell
10,582
-1,838
-15% -$30.3K ﹤0.01% 3519
2025
Q4 		$203K Sell
12,420
-554
-4% -$8.53K ﹤0.01% 3525
2025
Q3 		$191K Buy
12,974
+775
+6% +$11.2K ﹤0.01% 3576
2025
Q2 		$169K Buy
+12,199
New +$157K ﹤0.01% 3561
2024
Q3 		– Sell
-24,052
Closed -$220K – 3848
2024
Q2 		$220K Buy
+24,052
New +$209K ﹤0.01% 3596

Other funds holding PDLB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco's PDLB Position: Q2 2026 in Review

Invesco increased its Ponce Financial Group (PDLB) stake by 18% in Q2 2026, buying an estimated $34.4K and bringing the position to 12,461 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

Invesco first reported a position in PDLB in Q2 2024 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold PDLB as of Q2 2026.

  • Invesco held 12,461 shares of Ponce Financial Group worth $248K as of Q2 2026.
  • Invesco bought 1,879 Ponce Financial Group shares in Q2 2026, an estimated $34.4K.
  • Ponce Financial Group made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3506 holding.
  • Invesco first reported a position in Ponce Financial Group in Q2 2024 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held Ponce Financial Group as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.